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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 | $97,493 | $109,411-10.9% | $89,435+9.0% | $158,982-38.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 9.30% | 345.68%-336.4pp | 245.55%-236.3pp | 302.99%-293.7pp |
| Employer contribution / active EE | $2,208 | $3,173-30.4% | $2,587-14.6% | $4,763-53.6% |
| Participant deferral / active EE | $5,562 | $4,600+20.9% | $3,890+43.0% | $5,983-7.0% |
| Admin fee / account holder | $14,923 | $6,159+142.3% | $4,884+205.5% | $11,252+32.6% |