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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 | $121,569 | $197,637-38.5% | $177,848-31.6% | $158,982-23.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.08% | 58.77%-47.7pp | 48.33%-37.2pp | 302.99%-291.9pp |
| Employer contribution / active EE | $3,293 | $6,698-50.8% | $5,919-44.4% | $4,763-30.9% |
| Participant deferral / active EE | $4,549 | $8,405-45.9% | $7,714-41.0% | $5,983-24.0% |
| Admin fee / account holder | $2,195 | $15,406-85.8% | $12,431-82.3% | $11,252-80.5% |