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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 | $116,329 | $162,529-28.4% | $130,788-11.1% | $154,746-24.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 16.38% | 510.48%-494.1pp | 386.44%-370.1pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,603 | $4,447-64.0% | $3,558-54.9% | $4,379-63.4% |
| Participant deferral / active EE | $4,409 | $4,808-8.3% | $4,137+6.6% | $6,730-34.5% |
| Admin fee / account holder | $11,393 | $7,669+48.6% | $6,673+70.7% | $14,365-20.7% |