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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 | $89,300 | $132,099-32.4% | $115,599-22.8% | $138,895-35.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 14.96% | 176.76%-161.8pp | 111.10%-96.1pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,811 | $3,416-47.0% | $2,955-38.7% | $4,194-56.8% |
| Participant deferral / active EE | $7,019 | $5,617+25.0% | $4,889+43.6% | $6,396+9.7% |
| Admin fee / account holder | $1,030 | $15,650-93.4% | $12,841-92.0% | $12,562-91.8% |