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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 | $88,856 | $112,112-20.7% | $95,956-7.4% | $158,950-44.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.39% | 171.15%-159.8pp | 91.63%-80.2pp | 302.91%-291.5pp |
| Employer contribution / active EE | $1,230 | $3,199-61.5% | $2,541-51.6% | $4,762-74.2% |
| Participant deferral / active EE | $1,538 | $4,784-67.9% | $4,167-63.1% | $5,983-74.3% |
| Admin fee / account holder | $3,949 | $10,134-61.0% | $6,797-41.9% | $11,248-64.9% |