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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 | $103,066 | $162,136-36.4% | $152,301-32.3% | $154,746-33.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.45% | 91.02%-77.6pp | 80.50%-67.0pp | 172.34%-158.9pp |
| Employer contribution / active EE | $2,516 | $4,890-48.6% | $4,624-45.6% | $4,379-42.6% |
| Participant deferral / active EE | $6,294 | $8,341-24.5% | $8,004-21.4% | $6,730-6.5% |
| Admin fee / account holder | $33,401 | $15,759+111.9% | $14,398+132.0% | $14,365+132.5% |