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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 | $86,747 | $117,846-26.4% | $102,434-15.3% | $145,884-40.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.79% | 31.90%-17.1pp | 29.46%-14.7pp | 551.85%-537.1pp |
| Employer contribution / active EE | $1,635 | $3,615-54.8% | $3,023-45.9% | $4,662-64.9% |
| Participant deferral / active EE | $4,752 | $5,733-17.1% | $5,055-6.0% | $6,690-29.0% |
| Admin fee / account holder | $5,665 | $13,356-57.6% | $9,462-40.1% | $13,392-57.7% |