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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 | $96,635 | $132,099-26.8% | $115,599-16.4% | $138,895-30.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 13.42% | 176.76%-163.3pp | 111.10%-97.7pp | 145.39%-132.0pp |
| Employer contribution / active EE | $1,597 | $3,416-53.2% | $2,955-46.0% | $4,194-61.9% |
| Participant deferral / active EE | $6,727 | $5,617+19.8% | $4,889+37.6% | $6,396+5.2% |
| Admin fee / account holder | $4,666 | $15,650-70.2% | $12,841-63.7% | $12,562-62.9% |