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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 | $112,833 | $165,399-31.8% | $149,745-24.7% | $158,982-29.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.81% | 348.34%-335.5pp | 276.72%-263.9pp | 302.99%-290.2pp |
| Employer contribution / active EE | $2,006 | $5,105-60.7% | $4,646-56.8% | $4,763-57.9% |
| Participant deferral / active EE | $11,229 | $7,183+56.3% | $6,843+64.1% | $5,983+87.7% |
| Admin fee / account holder | $26,156 | $10,811+141.9% | $9,312+180.9% | $11,252+132.5% |