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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 | $84,607 | $108,912-22.3% | $100,383-15.7% | $145,959-42.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.80% | 57.96%-46.2pp | 49.26%-37.5pp | 561.95%-550.1pp |
| Employer contribution / active EE | $2,937 | $4,423-33.6% | $3,944-25.5% | $4,661-37.0% |
| Participant deferral / active EE | $3,594 | $8,451-57.5% | $8,086-55.6% | $6,689-46.3% |
| Admin fee / account holder | $7,060 | $9,690-27.1% | $7,900-10.6% | $13,398-47.3% |