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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 | $113,065 | $157,829-28.4% | $136,867-17.4% | $198,609-43.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 5.75% | 51.25%-45.5pp | 42.97%-37.2pp | 202.70%-197.0pp |
| Employer contribution / active EE | $1,865 | $3,923-52.4% | $3,547-47.4% | $5,055-63.1% |
| Participant deferral / active EE | $2,669 | $5,463-51.1% | $4,924-45.8% | $6,977-61.7% |
| Admin fee / account holder | $28,669 | $11,107+158.1% | $10,340+177.3% | $19,030+50.6% |