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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 | $119,393 | $175,259-31.9% | $149,723-20.3% | $139,487-14.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.18% | 166.82%-149.6pp | 134.50%-117.3pp | 373.84%-356.7pp |
| Employer contribution / active EE | $2,092 | $5,478-61.8% | $4,821-56.6% | $4,755-56.0% |
| Participant deferral / active EE | $5,899 | $6,522-9.6% | $5,682+3.8% | $6,713-12.1% |
| Admin fee / account holder | $12,053 | $16,158-25.4% | $13,215-8.8% | $11,407+5.7% |