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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 | $202,463-39.5% | $169,397-27.7% | $139,487-12.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 16.97% | 532.64%-515.7pp | 406.23%-389.3pp | 373.84%-356.9pp |
| Employer contribution / active EE | $2,769 | $4,694-41.0% | $4,013-31.0% | $4,755-41.8% |
| Participant deferral / active EE | $11,431 | $6,941+64.7% | $6,223+83.7% | $6,713+70.3% |
| Admin fee / account holder | $3,544 | $10,726-67.0% | $9,017-60.7% | $11,407-68.9% |