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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 | $106,919 | $148,582-28.0% | $135,942-21.3% | $139,456-23.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.19% | 79.26%-58.1pp | 68.28%-47.1pp | 373.45%-352.3pp |
| Employer contribution / active EE | $3,392 | $5,245-35.3% | $4,858-30.2% | $4,753-28.6% |
| Participant deferral / active EE | $11,252 | $8,101+38.9% | $7,759+45.0% | $6,711+67.7% |
| Admin fee / account holder | $3,052 | $12,402-75.4% | $10,764-71.6% | $11,407-73.2% |