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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 | $114,137 | $124,330-8.2% | $109,173+4.5% | $167,536-31.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.04% | 26.04%-11.0pp | 25.75%-10.7pp | 478.82%-463.8pp |
| Employer contribution / active EE | $2,143 | $4,209-49.1% | $3,723-42.4% | $4,839-55.7% |
| Participant deferral / active EE | $4,627 | $5,256-12.0% | $4,654-0.6% | $6,342-27.0% |
| Admin fee / account holder | $4,244 | $7,974-46.8% | $6,755-37.2% | $12,315-65.5% |