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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 | $99,641 | $124,351-19.9% | $109,188-8.7% | $167,553-40.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 19.80% | 26.04%-6.2pp | 25.76%-6.0pp | 478.89%-459.1pp |
| Employer contribution / active EE | $2,749 | $4,210-34.7% | $3,723-26.2% | $4,840-43.2% |
| Participant deferral / active EE | $11,498 | $5,257+118.7% | $4,654+147.0% | $6,343+81.3% |
| Admin fee / account holder | $5,751 | $7,975-27.9% | $6,755-14.9% | $12,316-53.3% |