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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 | $152,769 | $185,883-17.8% | $170,043-10.2% | $139,466+9.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.91% | 60.54%-41.6pp | 53.40%-34.5pp | 373.66%-354.8pp |
| Employer contribution / active EE | $3,086 | $7,596-59.4% | $6,790-54.5% | $4,754-35.1% |
| Participant deferral / active EE | $6,291 | $11,626-45.9% | $10,410-39.6% | $6,712-6.3% |
| Admin fee / account holder | $10,733 | $15,393-30.3% | $12,824-16.3% | $11,409-5.9% |