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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 | $99,242 | $124,980-20.6% | $108,359-8.4% | $154,746-35.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 16.84% | 45.00%-28.2pp | 36.89%-20.1pp | 172.34%-155.5pp |
| Employer contribution / active EE | $1,680 | $2,851-41.1% | $2,399-30.0% | $4,379-61.6% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,556 | $11,502-86.5% | $9,741-84.0% | $14,365-89.2% |