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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 | $79,486 | $110,093-27.8% | $97,295-18.3% | $145,897-45.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.85% | 244.76%-231.9pp | 75.62%-62.8pp | 552.29%-539.4pp |
| Employer contribution / active EE | $3,043 | $3,077-1.1% | $2,723+11.7% | $4,663-34.7% |
| Participant deferral / active EE | $11,135 | $4,678+138.0% | $4,264+161.2% | $6,689+66.5% |
| Admin fee / account holder | $3,188 | $6,212-48.7% | $5,646-43.5% | $13,390-76.2% |