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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 | $124,457 | $166,242-25.1% | $165,071-24.6% | $145,884-14.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.86% | 100.44%-90.6pp | 70.17%-60.3pp | 551.85%-542.0pp |
| Employer contribution / active EE | $3,312 | $5,283-37.3% | $4,347-23.8% | $4,662-29.0% |
| Participant deferral / active EE | $7,481 | $6,964+7.4% | $6,035+24.0% | $6,690+11.8% |
| Admin fee / account holder | $12,280 | $16,658-26.3% | $12,695-3.3% | $13,392-8.3% |