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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 | $107,376 | $185,312-42.1% | $161,489-33.5% | $154,746-30.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.12% | 103.84%-90.7pp | 89.72%-76.6pp | 172.34%-159.2pp |
| Employer contribution / active EE | $2,055 | $4,769-56.9% | $4,268-51.9% | $4,379-53.1% |
| Participant deferral / active EE | $2,715 | $6,350-57.2% | $5,630-51.8% | $6,730-59.7% |
| Admin fee / account holder | $35,568 | $18,654+90.7% | $16,006+122.2% | $14,365+147.6% |