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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 | $102,136 | $185,883-45.1% | $170,043-39.9% | $139,466-26.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.08% | 60.54%-45.5pp | 53.40%-38.3pp | 373.66%-358.6pp |
| Employer contribution / active EE | $2,995 | $7,596-60.6% | $6,790-55.9% | $4,754-37.0% |
| Participant deferral / active EE | $6,516 | $11,626-43.9% | $10,410-37.4% | $6,712-2.9% |
| Admin fee / account holder | $6,641 | $15,393-56.9% | $12,824-48.2% | $11,409-41.8% |