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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 | $126,349 | $185,883-32.0% | $170,043-25.7% | $139,466-9.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.85% | 60.54%-47.7pp | 53.40%-40.6pp | 373.66%-360.8pp |
| Employer contribution / active EE | $4,045 | $7,596-46.8% | $6,790-40.4% | $4,754-14.9% |
| Participant deferral / active EE | $9,852 | $11,626-15.3% | $10,410-5.4% | $6,712+46.8% |
| Admin fee / account holder | $1,865 | $15,393-87.9% | $12,824-85.5% | $11,409-83.7% |