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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 | $81,002 | $132,634-38.9% | $115,768-30.0% | $137,256-41.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 11.59% | 160.70%-149.1pp | 100.46%-88.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $2,392 | $3,360-28.8% | $2,940-18.6% | $4,156-42.5% |
| Participant deferral / active EE | $3,750 | $5,619-33.3% | $4,917-23.7% | $6,407-41.5% |
| Admin fee / account holder | $11,757 | $15,028-21.8% | $12,439-5.5% | $12,270-4.2% |