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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 | $82,269 | $100,262-17.9% | $81,370+1.1% | $145,897-43.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.36% | 34.52%-19.2pp | 24.85%-9.5pp | 552.29%-536.9pp |
| Employer contribution / active EE | $2,970 | $2,979-0.3% | $2,464+20.5% | $4,663-36.3% |
| Participant deferral / active EE | $3,921 | $4,612-15.0% | $3,885+0.9% | $6,689-41.4% |
| Admin fee / account holder | $13,699 | $8,163+67.8% | $5,749+138.3% | $13,390+2.3% |