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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 | $101,666 | $148,623-31.6% | $135,974-25.2% | $139,466-27.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.33% | 79.30%-67.0pp | 68.30%-56.0pp | 373.66%-361.3pp |
| Employer contribution / active EE | $2,949 | $5,246-43.8% | $4,859-39.3% | $4,754-38.0% |
| Participant deferral / active EE | $5,568 | $8,103-31.3% | $7,760-28.2% | $6,712-17.0% |
| Admin fee / account holder | $27,642 | $12,406+122.8% | $10,767+156.7% | $11,409+142.3% |