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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 | $100,419 | $211,288-52.5% | $178,540-43.8% | $145,884-31.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.80% | 30.27%-18.5pp | 27.15%-15.4pp | 551.85%-540.1pp |
| Employer contribution / active EE | $7,434 | $4,574+62.5% | $3,953+88.1% | $4,662+59.4% |
| Participant deferral / active EE | $7,027 | $6,967+0.9% | $6,281+11.9% | $6,690+5.0% |
| Admin fee / account holder | $57,079 | $12,105+371.5% | $10,424+447.6% | $13,392+326.2% |