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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 | $95,848 | $154,159-37.8% | $130,026-26.3% | $139,456-31.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.68% | 32.50%-18.8pp | -137.26%+150.9pp | 373.45%-359.8pp |
| Employer contribution / active EE | $3,833 | $5,292-27.6% | $4,321-11.3% | $4,753-19.3% |
| Participant deferral / active EE | $6,982 | $6,710+4.1% | $5,821+19.9% | $6,711+4.0% |
| Admin fee / account holder | $1,248 | $14,001-91.1% | $10,608-88.2% | $11,407-89.1% |