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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 | $118,236 | $225,673-47.6% | $203,872-42.0% | $155,188-23.8% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 8.71% | 95.91%-87.2pp | 85.11%-76.4pp | 148.84%-140.1pp |
| Employer contribution / active EE | $3,437 | $4,099-16.1% | $3,757-8.5% | $4,248-19.1% |
| Participant deferral / active EE | $3,611 | $6,893-47.6% | $6,388-43.5% | $6,531-44.7% |
| Admin fee / account holder | $34,845 | $12,327+182.7% | $11,730+197.1% | $14,480+140.6% |