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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 | $109,589 | $176,105-37.8% | $159,474-31.3% | $167,536-34.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.64% | 331.91%-319.3pp | 263.68%-251.0pp | 478.82%-466.2pp |
| Employer contribution / active EE | $4,146 | $5,299-21.8% | $4,831-14.2% | $4,839-14.3% |
| Participant deferral / active EE | $10,322 | $7,751+33.2% | $7,353+40.4% | $6,342+62.7% |
| Admin fee / account holder | $10,001 | $12,559-20.4% | $10,802-7.4% | $12,315-18.8% |