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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 | $102,828 | $129,737-20.7% | $119,126-13.7% | $154,746-33.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 17.44% | 379.08%-361.6pp | 282.11%-264.7pp | 172.34%-154.9pp |
| Employer contribution / active EE | $3,362 | $4,375-23.2% | $4,034-16.6% | $4,379-23.2% |
| Participant deferral / active EE | $22,700 | $5,842+288.6% | $5,318+326.9% | $6,730+237.3% |
| Admin fee / account holder | $7,929 | $11,961-33.7% | $10,693-25.9% | $14,365-44.8% |