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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 | $123,915 | $154,193-19.6% | $130,045-4.7% | $139,466-11.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.09% | 32.51%-20.4pp | -137.30%+149.4pp | 373.66%-361.6pp |
| Employer contribution / active EE | $2,202 | $5,292-58.4% | $4,321-49.0% | $4,754-53.7% |
| Participant deferral / active EE | $4,225 | $6,709-37.0% | $5,820-27.4% | $6,712-37.1% |
| Admin fee / account holder | $11,814 | $13,989-15.5% | $10,600+11.5% | $11,409+3.6% |