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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 | $102,965 | $197,637-47.9% | $177,848-42.1% | $158,982-35.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.02% | 58.77%-46.7pp | 48.33%-36.3pp | 302.99%-291.0pp |
| Employer contribution / active EE | $3,138 | $6,698-53.2% | $5,919-47.0% | $4,763-34.1% |
| Participant deferral / active EE | $5,308 | $8,405-36.8% | $7,714-31.2% | $5,983-11.3% |
| Admin fee / account holder | $5,736 | $15,406-62.8% | $12,431-53.9% | $11,252-49.0% |