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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 | $101,261 | $53,841+88.1% | $75,731+33.7% | $85,851+17.9% |
| Participation rate | 100.0% | 69.0%+31.0pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 13.05% | 24.54%-11.5pp | 104.65%-91.6pp | 318.63%-305.6pp |
| Employer contribution / active EE | $1,798 | $2,017-10.8% | $2,743-34.4% | $2,565-29.9% |
| Participant deferral / active EE | $2,405 | $2,895-16.9% | $3,820-37.0% | $3,952-39.1% |
| Admin fee / account holder | $9,128 | $3,340+173.3% | $3,620+152.2% | $6,261+45.8% |