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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 | $142,354-34.3% | $125,529-25.5% | $155,188-39.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 13.44% | 306.06%-292.6pp | 202.56%-189.1pp | 148.84%-135.4pp |
| Employer contribution / active EE | $1,747 | $3,501-50.1% | $3,058-42.9% | $4,248-58.9% |
| Participant deferral / active EE | $4,050 | $5,491-26.2% | $4,813-15.9% | $6,531-38.0% |
| Admin fee / account holder | $28,150 | $19,392+45.2% | $16,298+72.7% | $14,480+94.4% |