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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 | $140,190 | $183,539-23.6% | $155,556-9.9% | $145,897-3.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.09% | 61.31%-40.2pp | 64.84%-43.7pp | 552.29%-531.2pp |
| Employer contribution / active EE | $1,990 | $5,315-62.6% | $4,675-57.4% | $4,663-57.3% |
| Participant deferral / active EE | $6,009 | $6,467-7.1% | $5,631+6.7% | $6,689-10.2% |
| Admin fee / account holder | $11,575 | $19,275-39.9% | $15,885-27.1% | $13,390-13.6% |