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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 | $131,566 | $156,616-16.0% | $133,346-1.3% | $198,609-33.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 11.65% | 44.25%-32.6pp | 36.85%-25.2pp | 202.70%-191.0pp |
| Employer contribution / active EE | $10,000 | $3,368+196.9% | $2,853+250.5% | $5,055+97.8% |
| Participant deferral / active EE | $1,734 | $4,920-64.7% | $4,332-60.0% | $6,977-75.1% |
| Admin fee / account holder | $11,915 | $17,468-31.8% | $14,264-16.5% | $19,030-37.4% |