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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 | $115,160 | $203,436-43.4% | $152,466-24.5% | $167,518-31.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 15.15% | 13.80%+1.4pp | 757.33%-742.2pp | 478.71%-463.6pp |
| Employer contribution / active EE | $1,653 | $5,220-68.3% | $4,327-61.8% | $4,838-65.8% |
| Participant deferral / active EE | $6,358 | $6,716-5.3% | $5,820+9.2% | $6,342+0.3% |
| Admin fee / account holder | $1,047 | $22,506-95.3% | $15,805-93.4% | $12,312-91.5% |