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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 | $108,070 | $132,634-18.5% | $115,768-6.6% | $137,256-21.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 10.97% | 160.70%-149.7pp | 100.46%-89.5pp | 220.34%-209.4pp |
| Employer contribution / active EE | $4,312 | $3,360+28.4% | $2,940+46.7% | $4,156+3.8% |
| Participant deferral / active EE | $12,196 | $5,619+117.1% | $4,917+148.1% | $6,407+90.4% |
| Admin fee / account holder | $45,449 | $15,028+202.4% | $12,439+265.4% | $12,270+270.4% |