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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 | $99,534 | $95,415+4.3% | $185,851-46.4% | $85,851+15.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.56% | 23.59%-11.0pp | 122.11%-109.6pp | 318.63%-306.1pp |
| Employer contribution / active EE | $2,157 | $3,314-34.9% | $5,168-58.3% | $2,565-15.9% |
| Participant deferral / active EE | $2,764 | $3,424-19.3% | $5,569-50.4% | $3,952-30.1% |
| Admin fee / account holder | $2,679 | $7,215-62.9% | $16,245-83.5% | $6,261-57.2% |