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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 | $116,896 | $132,634-11.9% | $115,768+1.0% | $137,256-14.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 11.14% | 160.70%-149.6pp | 100.46%-89.3pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,416 | $3,360-57.9% | $2,940-51.9% | $4,156-65.9% |
| Participant deferral / active EE | $2,426 | $5,619-56.8% | $4,917-50.7% | $6,407-62.1% |
| Admin fee / account holder | $97,913 | $15,028+551.5% | $12,439+687.1% | $12,270+698.0% |