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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 | $85,449 | $97,750-12.6% | $103,464-17.4% | $145,959-41.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.87% | 25.43%-12.6pp | 23.91%-11.0pp | 561.95%-549.1pp |
| Employer contribution / active EE | $4,921 | $4,685+5.0% | $4,677+5.2% | $4,661+5.6% |
| Participant deferral / active EE | $11,199 | $6,603+69.6% | $6,624+69.1% | $6,689+67.4% |
| Admin fee / account holder | $18,389 | $12,515+46.9% | $9,410+95.4% | $13,398+37.3% |