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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 | $106,265 | $196,972-46.1% | $182,262-41.7% | $198,609-46.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.53% | 158.27%-141.7pp | 140.60%-124.1pp | 202.70%-186.2pp |
| Employer contribution / active EE | $4,456 | $5,364-16.9% | $5,046-11.7% | $5,055-11.9% |
| Participant deferral / active EE | $8,067 | $8,643-6.7% | $8,276-2.5% | $6,977+15.6% |
| Admin fee / account holder | $3,331 | $18,429-81.9% | $16,712-80.1% | $19,030-82.5% |