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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 | $132,634-33.4% | $115,768-23.7% | $137,256-35.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 11.96% | 160.70%-148.7pp | 100.46%-88.5pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,464 | $3,360-56.4% | $2,940-50.2% | $4,156-64.8% |
| Participant deferral / active EE | $2,996 | $5,619-46.7% | $4,917-39.1% | $6,407-53.2% |
| Admin fee / account holder | $20,095 | $15,028+33.7% | $12,439+61.5% | $12,270+63.8% |