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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 | $93,507 | $132,099-29.2% | $115,599-19.1% | $138,895-32.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 13.44% | 176.76%-163.3pp | 111.10%-97.7pp | 145.39%-132.0pp |
| Employer contribution / active EE | $1,747 | $3,416-48.9% | $2,955-40.9% | $4,194-58.4% |
| Participant deferral / active EE | $4,050 | $5,617-27.9% | $4,889-17.2% | $6,396-36.7% |
| Admin fee / account holder | $28,150 | $15,650+79.9% | $12,841+119.2% | $12,562+124.1% |