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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 | $80,972 | $196,972-58.9% | $182,262-55.6% | $198,609-59.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 19.36% | 158.27%-138.9pp | 140.60%-121.2pp | 202.70%-183.3pp |
| Employer contribution / active EE | $3,386 | $5,364-36.9% | $5,046-32.9% | $5,055-33.0% |
| Participant deferral / active EE | $9,693 | $8,643+12.1% | $8,276+17.1% | $6,977+38.9% |
| Admin fee / account holder | $13,759 | $18,429-25.3% | $16,712-17.7% | $19,030-27.7% |