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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 | $104,734 | $148,623-29.5% | $135,974-23.0% | $139,466-24.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.59% | 79.30%-55.7pp | 68.30%-44.7pp | 373.66%-350.1pp |
| Employer contribution / active EE | $1,705 | $5,246-67.5% | $4,859-64.9% | $4,754-64.1% |
| Participant deferral / active EE | $12,538 | $8,103+54.7% | $7,760+61.6% | $6,712+86.8% |
| Admin fee / account holder | $4,316 | $12,406-65.2% | $10,767-59.9% | $11,409-62.2% |