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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 | $122,399 | $202,430-39.5% | $169,369-27.7% | $139,427-12.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 16.97% | 531.86%-514.9pp | 405.70%-388.7pp | 373.27%-356.3pp |
| Employer contribution / active EE | $2,769 | $4,690-40.9% | $4,011-31.0% | $4,752-41.7% |
| Participant deferral / active EE | $11,431 | $6,938+64.8% | $6,221+83.7% | $6,711+70.3% |
| Admin fee / account holder | $3,544 | $10,716-66.9% | $9,009-60.7% | $11,404-68.9% |