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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 | $115,718 | $165,399-30.0% | $149,745-22.7% | $158,982-27.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.51% | 348.34%-335.8pp | 276.72%-264.2pp | 302.99%-290.5pp |
| Employer contribution / active EE | $3,791 | $5,105-25.7% | $4,646-18.4% | $4,763-20.4% |
| Participant deferral / active EE | $15,071 | $7,183+109.8% | $6,843+120.2% | $5,983+151.9% |
| Admin fee / account holder | $33,637 | $10,811+211.1% | $9,312+261.2% | $11,252+199.0% |