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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 | $81,133 | $132,634-38.8% | $115,768-29.9% | $137,256-40.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 11.37% | 160.70%-149.3pp | 100.46%-89.1pp | 220.34%-209.0pp |
| Employer contribution / active EE | $3,225 | $3,360-4.0% | $2,940+9.7% | $4,156-22.4% |
| Participant deferral / active EE | $1,588 | $5,619-71.7% | $4,917-67.7% | $6,407-75.2% |
| Admin fee / account holder | $34,933 | $15,028+132.5% | $12,439+180.8% | $12,270+184.7% |