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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 | $96,660 | $129,737-25.5% | $119,126-18.9% | $154,746-37.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 10.65% | 379.08%-368.4pp | 282.11%-271.5pp | 172.34%-161.7pp |
| Employer contribution / active EE | $4,413 | $4,375+0.9% | $4,034+9.4% | $4,379+0.8% |
| Participant deferral / active EE | $3,397 | $5,842-41.9% | $5,318-36.1% | $6,730-49.5% |
| Admin fee / account holder | $47,643 | $11,961+298.3% | $10,693+345.5% | $14,365+231.7% |