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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 | $131,623 | $176,402-25.4% | $134,162-1.9% | $158,982-17.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 15.29% | 63.66%-48.4pp | 36.35%-21.1pp | 302.99%-287.7pp |
| Employer contribution / active EE | $1,311 | $5,042-74.0% | $3,705-64.6% | $4,763-72.5% |
| Participant deferral / active EE | $1,318 | $4,093-67.8% | $3,500-62.4% | $5,983-78.0% |
| Admin fee / account holder | $4,068 | $8,719-53.3% | $6,685-39.1% | $11,252-63.8% |