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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 | $109,967-27.7% | $97,197-18.2% | $145,877-45.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.85% | 244.27%-231.4pp | 75.47%-62.6pp | 551.28%-538.4pp |
| Employer contribution / active EE | $3,043 | $3,077-1.1% | $2,723+11.7% | $4,663-34.8% |
| Participant deferral / active EE | $11,135 | $4,676+138.1% | $4,263+161.2% | $6,691+66.4% |
| Admin fee / account holder | $3,188 | $6,199-48.6% | $5,637-43.5% | $13,402-76.2% |