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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 | $95,189 | $129,737-26.6% | $119,126-20.1% | $154,746-38.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 12.47% | 379.08%-366.6pp | 282.11%-269.6pp | 172.34%-159.9pp |
| Employer contribution / active EE | $16,034 | $4,375+266.5% | $4,034+297.5% | $4,379+266.2% |
| Participant deferral / active EE | $3,760 | $5,842-35.6% | $5,318-29.3% | $6,730-44.1% |
| Admin fee / account holder | $3,361 | $11,961-71.9% | $10,693-68.6% | $14,365-76.6% |