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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 | $100,330 | $165,399-39.3% | $149,745-33.0% | $158,982-36.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.31% | 348.34%-336.0pp | 276.72%-264.4pp | 302.99%-290.7pp |
| Employer contribution / active EE | $2,590 | $5,105-49.3% | $4,646-44.3% | $4,763-45.6% |
| Participant deferral / active EE | $6,136 | $7,183-14.6% | $6,843-10.3% | $5,983+2.5% |
| Admin fee / account holder | $16,227 | $10,811+50.1% | $9,312+74.3% | $11,252+44.2% |