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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 | $114,334 | $160,040-28.6% | $147,096-22.3% | $145,877-21.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.01% | 98.49%-86.5pp | 419.75%-407.7pp | 551.28%-539.3pp |
| Employer contribution / active EE | $4,487 | $5,289-15.2% | $4,936-9.1% | $4,663-3.8% |
| Participant deferral / active EE | $9,474 | $8,429+12.4% | $8,071+17.4% | $6,691+41.6% |
| Admin fee / account holder | $2,773 | $15,050-81.6% | $13,005-78.7% | $13,402-79.3% |