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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 | $126,844 | $118,869+6.7% | $96,575+31.3% | $167,518-24.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.16% | 50.49%-39.3pp | 37.79%-26.6pp | 478.71%-467.6pp |
| Employer contribution / active EE | $1,655 | $3,120-47.0% | $2,357-29.8% | $4,838-65.8% |
| Participant deferral / active EE | $2,704 | $4,616-41.4% | $3,849-29.8% | $6,342-57.4% |
| Admin fee / account holder | $3,301 | $8,067-59.1% | $6,182-46.6% | $12,312-73.2% |