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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 | $82,932 | $116,190-28.6% | $93,614-11.4% | $152,885-45.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 20.63% | 35.96%-15.3pp | 32.76%-12.1pp | 345.39%-324.8pp |
| Employer contribution / active EE | $1,301 | $3,219-59.6% | $2,718-52.1% | $4,763-72.7% |
| Participant deferral / active EE | $2,852 | $4,604-38.0% | $4,069-29.9% | $5,851-51.3% |
| Admin fee / account holder | $1,532 | $10,749-85.8% | $7,889-80.6% | $11,598-86.8% |