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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,317 | $142,354-38.0% | $125,529-29.6% | $155,188-43.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 11.96% | 306.06%-294.1pp | 202.56%-190.6pp | 148.84%-136.9pp |
| Employer contribution / active EE | $1,464 | $3,501-58.2% | $3,058-52.1% | $4,248-65.5% |
| Participant deferral / active EE | $2,996 | $5,491-45.4% | $4,813-37.7% | $6,531-54.1% |
| Admin fee / account holder | $20,095 | $19,392+3.6% | $16,298+23.3% | $14,480+38.8% |