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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 | $114,866 | $183,592-37.4% | $155,567-26.2% | $145,959-21.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.79% | 61.24%-52.4pp | 64.74%-55.9pp | 561.95%-553.2pp |
| Employer contribution / active EE | $3,970 | $5,315-25.3% | $4,674-15.1% | $4,661-14.8% |
| Participant deferral / active EE | $3,877 | $6,464-40.0% | $5,628-31.1% | $6,689-42.0% |
| Admin fee / account holder | $38,133 | $19,318+97.4% | $15,916+139.6% | $13,398+184.6% |