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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 | $134,798 | $102,422+31.6% | $147,117-8.4% | $80,959+66.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.96% | 135.16%-118.2pp | 420.54%-403.6pp | 35.67%-18.7pp |
| Employer contribution / active EE | $2,344 | $3,717-36.9% | $4,932-52.5% | $2,757-15.0% |
| Participant deferral / active EE | $4,020 | $6,652-39.6% | $8,065-50.2% | $4,300-6.5% |
| Admin fee / account holder | $341 | $7,953-95.7% | $12,993-97.4% | $6,925-95.1% |