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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 | $91,167 | $176,120-48.2% | $159,487-42.8% | $167,553-45.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.67% | 331.95%-318.3pp | 263.71%-250.0pp | 478.89%-465.2pp |
| Employer contribution / active EE | $3,048 | $5,299-42.5% | $4,831-36.9% | $4,840-37.0% |
| Participant deferral / active EE | $9,337 | $7,752+20.5% | $7,354+27.0% | $6,343+47.2% |
| Admin fee / account holder | $5,814 | $12,561-53.7% | $10,804-46.2% | $12,316-52.8% |