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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 | $101,565 | $154,193-34.1% | $130,045-21.9% | $139,466-27.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.19% | 32.51%-15.3pp | -137.30%+154.5pp | 373.66%-356.5pp |
| Employer contribution / active EE | $11,572 | $5,292+118.7% | $4,321+167.8% | $4,754+143.4% |
| Participant deferral / active EE | $2,355 | $6,709-64.9% | $5,820-59.5% | $6,712-64.9% |
| Admin fee / account holder | $1,184 | $13,989-91.5% | $10,600-88.8% | $11,409-89.6% |