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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 | $107,732 | $142,354-24.3% | $125,529-14.2% | $155,188-30.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 9.00% | 306.06%-297.1pp | 202.56%-193.6pp | 148.84%-139.8pp |
| Employer contribution / active EE | $4,348 | $3,501+24.2% | $3,058+42.2% | $4,248+2.4% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $8,039 | $19,392-58.5% | $16,298-50.7% | $14,480-44.5% |