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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 | $106,435 | $132,634-19.8% | $115,768-8.1% | $137,256-22.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 13.18% | 160.70%-147.5pp | 100.46%-87.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,558 | $3,360-53.6% | $2,940-47.0% | $4,156-62.5% |
| Participant deferral / active EE | $6,880 | $5,619+22.5% | $4,917+39.9% | $6,407+7.4% |
| Admin fee / account holder | $28,526 | $15,028+89.8% | $12,439+129.3% | $12,270+132.5% |