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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 | $132,099-19.4% | $115,599-7.9% | $138,895-23.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 13.18% | 176.76%-163.6pp | 111.10%-97.9pp | 145.39%-132.2pp |
| Employer contribution / active EE | $1,558 | $3,416-54.4% | $2,955-47.3% | $4,194-62.9% |
| Participant deferral / active EE | $6,880 | $5,617+22.5% | $4,889+40.7% | $6,396+7.6% |
| Admin fee / account holder | $28,526 | $15,650+82.3% | $12,841+122.2% | $12,562+127.1% |