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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 | $100,309 | $175,231-42.8% | $149,696-33.0% | $139,466-28.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.01% | 166.77%-155.8pp | 134.46%-123.4pp | 373.66%-362.6pp |
| Employer contribution / active EE | $2,641 | $5,478-51.8% | $4,821-45.2% | $4,754-44.4% |
| Participant deferral / active EE | $5,420 | $6,521-16.9% | $5,682-4.6% | $6,712-19.2% |
| Admin fee / account holder | $1,677 | $16,155-89.6% | $13,212-87.3% | $11,409-85.3% |