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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 | $102,305 | $107,368-4.7% | $92,915+10.1% | $152,909-33.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.65% | 145.64%-128.0pp | 109.45%-91.8pp | 345.46%-327.8pp |
| Employer contribution / active EE | $1,614 | $4,222-61.8% | $3,653-55.8% | $4,764-66.1% |
| Participant deferral / active EE | $2,457 | $4,848-49.3% | $4,238-42.0% | $5,851-58.0% |
| Admin fee / account holder | $5,846 | $7,082-17.5% | $5,796+0.9% | $11,601-49.6% |