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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 | $108,944 | $132,634-17.9% | $115,768-5.9% | $137,256-20.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 11.23% | 160.70%-149.5pp | 100.46%-89.2pp | 220.34%-209.1pp |
| Employer contribution / active EE | $3,026 | $3,360-9.9% | $2,940+2.9% | $4,156-27.2% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,200 | $15,028-92.0% | $12,439-90.4% | $12,270-90.2% |