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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 | $142,354-37.3% | $125,529-28.9% | $155,188-42.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 14.96% | 306.06%-291.1pp | 202.56%-187.6pp | 148.84%-133.9pp |
| Employer contribution / active EE | $1,811 | $3,501-48.3% | $3,058-40.8% | $4,248-57.4% |
| Participant deferral / active EE | $7,019 | $5,491+27.8% | $4,813+45.8% | $6,531+7.5% |
| Admin fee / account holder | $1,030 | $19,392-94.7% | $16,298-93.7% | $14,480-92.9% |