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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 | $111,015 | $117,829-5.8% | $102,423+8.4% | $145,877-23.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.86% | 31.83%-14.0pp | 29.42%-11.6pp | 551.28%-533.4pp |
| Employer contribution / active EE | $1,672 | $3,615-53.7% | $3,023-44.7% | $4,663-64.1% |
| Participant deferral / active EE | $4,106 | $5,732-28.4% | $5,054-18.8% | $6,691-38.6% |
| Admin fee / account holder | $877 | $13,335-93.4% | $9,455-90.7% | $13,402-93.5% |