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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 | $105,132 | $112,121-6.2% | $95,960+9.6% | $158,966-33.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.44% | 171.16%-158.7pp | 91.63%-79.2pp | 302.95%-290.5pp |
| Employer contribution / active EE | $2,395 | $3,199-25.1% | $2,541-5.8% | $4,762-49.7% |
| Participant deferral / active EE | $6,345 | $4,784+32.6% | $4,167+52.3% | $5,983+6.1% |
| Admin fee / account holder | $1,922 | $10,135-81.0% | $6,797-71.7% | $11,250-82.9% |