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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 | $110,516 | $167,030-33.8% | $135,768-18.6% | $155,188-28.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 11.15% | 678.39%-667.2pp | 526.10%-514.9pp | 148.84%-137.7pp |
| Employer contribution / active EE | $1,845 | $4,132-55.4% | $3,394-45.6% | $4,248-56.6% |
| Participant deferral / active EE | $1,370 | $4,528-69.7% | $3,977-65.6% | $6,531-79.0% |
| Admin fee / account holder | $2,034 | $8,172-75.1% | $7,048-71.1% | $14,480-86.0% |