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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 | $116,900 | $160,040-27.0% | $147,096-20.5% | $145,877-19.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.75% | 98.49%-86.7pp | 419.75%-408.0pp | 551.28%-539.5pp |
| Employer contribution / active EE | $3,897 | $5,289-26.3% | $4,936-21.0% | $4,663-16.4% |
| Participant deferral / active EE | $19,889 | $8,429+136.0% | $8,071+146.4% | $6,691+197.3% |
| Admin fee / account holder | $7,964 | $15,050-47.1% | $13,005-38.8% | $13,402-40.6% |