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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 | $94,941 | $115,814-18.0% | $101,275-6.3% | $158,982-40.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.12% | 56.16%-42.0pp | 46.48%-32.4pp | 302.99%-288.9pp |
| Employer contribution / active EE | $5,358 | $4,176+28.3% | $3,660+46.4% | $4,763+12.5% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $975 | $7,249-86.5% | $5,948-83.6% | $11,252-91.3% |