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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 | $116,701 | $197,637-41.0% | $177,848-34.4% | $158,982-26.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.84% | 58.77%-49.9pp | 48.33%-39.5pp | 302.99%-294.2pp |
| Employer contribution / active EE | $2,297 | $6,698-65.7% | $5,919-61.2% | $4,763-51.8% |
| Participant deferral / active EE | $4,353 | $8,405-48.2% | $7,714-43.6% | $5,983-27.3% |
| Admin fee / account holder | $30,218 | $15,406+96.1% | $12,431+143.1% | $11,252+168.6% |