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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 | $123,280 | $165,399-25.5% | $149,745-17.7% | $158,982-22.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.09% | 348.34%-335.2pp | 276.72%-263.6pp | 302.99%-289.9pp |
| Employer contribution / active EE | $1,865 | $5,105-63.5% | $4,646-59.8% | $4,763-60.8% |
| Participant deferral / active EE | $6,281 | $7,183-12.6% | $6,843-8.2% | $5,983+5.0% |
| Admin fee / account holder | $2,853 | $10,811-73.6% | $9,312-69.4% | $11,252-74.6% |