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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 | $120,073 | $183,592-34.6% | $155,574-22.8% | $145,877-17.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.17% | 61.37%-51.2pp | 64.87%-54.7pp | 551.28%-541.1pp |
| Employer contribution / active EE | $2,183 | $5,317-58.9% | $4,676-53.3% | $4,663-53.2% |
| Participant deferral / active EE | $9,271 | $6,466+43.4% | $5,629+64.7% | $6,691+38.6% |
| Admin fee / account holder | $1,694 | $19,316-91.2% | $15,914-89.4% | $13,402-87.4% |