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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 | $132,634-32.7% | $115,768-22.9% | $137,256-34.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 14.96% | 160.70%-145.7pp | 100.46%-85.5pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,811 | $3,360-46.1% | $2,940-38.4% | $4,156-56.4% |
| Participant deferral / active EE | $7,019 | $5,619+24.9% | $4,917+42.8% | $6,407+9.6% |
| Admin fee / account holder | $1,030 | $15,028-93.1% | $12,439-91.7% | $12,270-91.6% |