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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 | $112,844 | $129,737-13.0% | $119,126-5.3% | $154,746-27.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 17.12% | 379.08%-362.0pp | 282.11%-265.0pp | 172.34%-155.2pp |
| Employer contribution / active EE | $2,189 | $4,375-50.0% | $4,034-45.7% | $4,379-50.0% |
| Participant deferral / active EE | $6,222 | $5,842+6.5% | $5,318+17.0% | $6,730-7.6% |
| Admin fee / account holder | $2,408 | $11,961-79.9% | $10,693-77.5% | $14,365-83.2% |