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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 | $110,689 | $125,190-11.6% | $105,624+4.8% | $145,897-24.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.73% | 225.22%-215.5pp | 116.20%-106.5pp | 552.29%-542.6pp |
| Employer contribution / active EE | $2,318 | $3,720-37.7% | $3,168-26.8% | $4,663-50.3% |
| Participant deferral / active EE | $4,070 | $5,716-28.8% | $5,013-18.8% | $6,689-39.2% |
| Admin fee / account holder | $1,584 | $17,138-90.8% | $10,961-85.5% | $13,390-88.2% |