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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 | $93,636 | $129,737-27.8% | $119,126-21.4% | $154,746-39.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 17.06% | 379.08%-362.0pp | 282.11%-265.0pp | 172.34%-155.3pp |
| Employer contribution / active EE | $9,705 | $4,375+121.8% | $4,034+140.6% | $4,379+121.6% |
| Participant deferral / active EE | $5,771 | $5,842-1.2% | $5,318+8.5% | $6,730-14.2% |
| Admin fee / account holder | $2,330 | $11,961-80.5% | $10,693-78.2% | $14,365-83.8% |