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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 | $90,189 | $157,296-42.7% | $141,191-36.1% | $152,897-41.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.49% | 64.34%-44.8pp | 71.41%-51.9pp | 345.43%-325.9pp |
| Employer contribution / active EE | $1,795 | $5,262-65.9% | $4,736-62.1% | $4,764-62.3% |
| Participant deferral / active EE | $10,782 | $7,111+51.6% | $6,710+60.7% | $5,851+84.3% |
| Admin fee / account holder | $2,586 | $12,125-78.7% | $10,264-74.8% | $11,599-77.7% |