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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 | $115,831 | $208,088-44.3% | $186,193-37.8% | $154,746-25.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 13.21% | 89.97%-76.8pp | 78.03%-64.8pp | 172.34%-159.1pp |
| Employer contribution / active EE | $1,734 | $4,340-60.1% | $3,918-55.8% | $4,379-60.4% |
| Participant deferral / active EE | $7,598 | $7,078+7.3% | $6,513+16.7% | $6,730+12.9% |
| Admin fee / account holder | $1,321 | $11,698-88.7% | $11,058-88.1% | $14,365-90.8% |