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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 | $100,168 | $209,425-52.2% | $178,499-43.9% | $158,966-37.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.22% | 188.80%-177.6pp | 151.10%-139.9pp | 302.95%-291.7pp |
| Employer contribution / active EE | $1,933 | $5,707-66.1% | $5,011-61.4% | $4,762-59.4% |
| Participant deferral / active EE | $2,225 | $5,955-62.6% | $5,202-57.2% | $5,983-62.8% |
| Admin fee / account holder | $12,469 | $17,078-27.0% | $13,986-10.9% | $11,250+10.8% |