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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 | $101,938 | $69,252+47.2% | $64,099+59.0% | $139,456-26.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.99% | 45.89%-30.9pp | 33.70%-18.7pp | 373.45%-358.5pp |
| Employer contribution / active EE | $829 | $3,184-74.0% | $2,748-69.8% | $4,753-82.6% |
| Participant deferral / active EE | $3,677 | $4,683-21.5% | $3,881-5.3% | $6,711-45.2% |
| Admin fee / account holder | $2,019 | $4,248-52.5% | $3,070-34.2% | $11,407-82.3% |