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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 | $104,175 | $129,737-19.7% | $119,126-12.6% | $154,746-32.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 17.32% | 379.08%-361.8pp | 282.11%-264.8pp | 172.34%-155.0pp |
| Employer contribution / active EE | $6,914 | $4,375+58.0% | $4,034+71.4% | $4,379+57.9% |
| Participant deferral / active EE | $10,949 | $5,842+87.4% | $5,318+105.9% | $6,730+62.7% |
| Admin fee / account holder | $2,173 | $11,961-81.8% | $10,693-79.7% | $14,365-84.9% |