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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 | $81,681 | $196,972-58.5% | $182,262-55.2% | $198,609-58.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.33% | 158.27%-141.9pp | 140.60%-124.3pp | 202.70%-186.4pp |
| Employer contribution / active EE | $2,456 | $5,364-54.2% | $5,046-51.3% | $5,055-51.4% |
| Participant deferral / active EE | $7,775 | $8,643-10.0% | $8,276-6.1% | $6,977+11.4% |
| Admin fee / account holder | $10,898 | $18,429-40.9% | $16,712-34.8% | $19,030-42.7% |