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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 | $93,986 | $124,346-24.4% | $111,308-15.6% | $167,536-43.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.26% | 37.45%-25.2pp | 54.67%-42.4pp | 478.82%-466.6pp |
| Employer contribution / active EE | $2,862 | $3,437-16.7% | $2,732+4.8% | $4,839-40.9% |
| Participant deferral / active EE | $2,906 | $5,182-43.9% | $4,487-35.2% | $6,342-54.2% |
| Admin fee / account holder | $915 | $10,621-91.4% | $7,965-88.5% | $12,315-92.6% |