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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 | $114,994 | $217,432-47.1% | $185,851-38.1% | $167,553-31.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.64% | 148.43%-133.8pp | 122.11%-107.5pp | 478.89%-464.2pp |
| Employer contribution / active EE | $1,363 | $5,874-76.8% | $5,168-73.6% | $4,840-71.8% |
| Participant deferral / active EE | $3,984 | $6,357-37.3% | $5,569-28.5% | $6,343-37.2% |
| Admin fee / account holder | $11,763 | $19,820-40.6% | $16,245-27.6% | $12,316-4.5% |