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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 | $106,573 | $166,131-35.9% | $164,975-35.4% | $145,877-26.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 23.85% | 100.37%-76.5pp | 70.12%-46.3pp | 551.28%-527.4pp |
| Employer contribution / active EE | $3,045 | $5,276-42.3% | $4,343-29.9% | $4,663-34.7% |
| Participant deferral / active EE | $9,032 | $6,962+29.7% | $6,033+49.7% | $6,691+35.0% |
| Admin fee / account holder | $12,035 | $16,648-27.7% | $12,688-5.1% | $13,402-10.2% |