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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 | $107,841 | $157,270-31.4% | $141,173-23.6% | $152,870-29.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.90% | 64.33%-48.4pp | 71.40%-55.5pp | 345.34%-329.4pp |
| Employer contribution / active EE | $3,204 | $5,261-39.1% | $4,735-32.3% | $4,763-32.7% |
| Participant deferral / active EE | $7,053 | $7,110-0.8% | $6,710+5.1% | $5,850+20.6% |
| Admin fee / account holder | $1,010 | $12,121-91.7% | $10,262-90.2% | $11,597-91.3% |