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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 | $112,804 | $112,131+0.6% | $95,964+17.5% | $158,982-29.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.44% | 171.19%-159.7pp | 91.64%-80.2pp | 302.99%-291.5pp |
| Employer contribution / active EE | $3,188 | $3,199-0.3% | $2,541+25.4% | $4,763-33.1% |
| Participant deferral / active EE | $10,304 | $4,784+115.4% | $4,167+147.3% | $5,983+72.2% |
| Admin fee / account holder | $29,868 | $10,136+194.7% | $6,797+339.4% | $11,252+165.5% |