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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 | $100,785 | $111,535-9.6% | $105,223-4.2% | $137,256-26.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.27% | 237.85%-223.6pp | 180.65%-166.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,263 | $3,939-67.9% | $3,689-65.7% | $4,156-69.6% |
| Participant deferral / active EE | $2,387 | $5,500-56.6% | $5,072-52.9% | $6,407-62.7% |
| Admin fee / account holder | $3,686 | $9,721-62.1% | $8,859-58.4% | $12,270-70.0% |