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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 | $94,368 | $124,336-24.1% | $111,303-15.2% | $167,518-43.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 15.88% | 37.45%-21.6pp | 54.66%-38.8pp | 478.71%-462.8pp |
| Employer contribution / active EE | $2,074 | $3,436-39.6% | $2,731-24.1% | $4,838-57.1% |
| Participant deferral / active EE | $4,092 | $5,181-21.0% | $4,487-8.8% | $6,342-35.5% |
| Admin fee / account holder | $2,245 | $10,623-78.9% | $7,966-71.8% | $12,312-81.8% |