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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 | $99,785 | $115,814-13.8% | $101,275-1.5% | $158,982-37.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.17% | 56.16%-41.0pp | 46.48%-31.3pp | 302.99%-287.8pp |
| Employer contribution / active EE | $1,631 | $4,176-60.9% | $3,660-55.4% | $4,763-65.8% |
| Participant deferral / active EE | $18,658 | $4,958+276.3% | $4,371+326.9% | $5,983+211.8% |
| Admin fee / account holder | $887 | $7,249-87.8% | $5,948-85.1% | $11,252-92.1% |