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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 | $96,077 | $102,696-6.4% | $86,235+11.4% | $139,487-31.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.48% | 1925.91%-1909.4pp | 1170.03%-1153.5pp | 373.84%-357.4pp |
| Employer contribution / active EE | $1,333 | $3,034-56.1% | $2,381-44.0% | $4,755-72.0% |
| Participant deferral / active EE | $1,529 | $4,679-67.3% | $3,987-61.7% | $6,713-77.2% |
| Admin fee / account holder | $1,109 | $8,667-87.2% | $6,856-83.8% | $11,407-90.3% |