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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 | $101,252 | $148,623-31.9% | $135,974-25.5% | $139,466-27.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.79% | 79.30%-58.5pp | 68.30%-47.5pp | 373.66%-352.9pp |
| Employer contribution / active EE | $3,221 | $5,246-38.6% | $4,859-33.7% | $4,754-32.2% |
| Participant deferral / active EE | $12,977 | $8,103+60.2% | $7,760+67.2% | $6,712+93.3% |
| Admin fee / account holder | $1,379 | $12,406-88.9% | $10,767-87.2% | $11,409-87.9% |