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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 | $118,665 | $152,460-22.2% | $118,746-0.1% | $147,586-19.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 13.95% | 17.41%-3.5pp | 24.54%-10.6pp | 578.59%-564.6pp |
| Employer contribution / active EE | $1,694 | $5,046-66.4% | $4,193-59.6% | $4,876-65.3% |
| Participant deferral / active EE | $5,162 | $6,212-16.9% | $5,332-3.2% | $5,439-5.1% |
| Admin fee / account holder | $6,494 | $16,953-61.7% | $10,720-39.4% | $10,886-40.3% |