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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 | $80,707 | $112,121-28.0% | $95,960-15.9% | $158,966-49.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.84% | 171.16%-158.3pp | 91.63%-78.8pp | 302.95%-290.1pp |
| Employer contribution / active EE | $1,605 | $3,199-49.8% | $2,541-36.8% | $4,762-66.3% |
| Participant deferral / active EE | $4,184 | $4,784-12.5% | $4,167+0.4% | $5,983-30.1% |
| Admin fee / account holder | $1,109 | $10,135-89.1% | $6,797-83.7% | $11,250-90.1% |