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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 | $96,196 | $160,040-39.9% | $147,096-34.6% | $145,877-34.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.06% | 98.49%-81.4pp | 419.75%-402.7pp | 551.28%-534.2pp |
| Employer contribution / active EE | $3,832 | $5,289-27.6% | $4,936-22.4% | $4,663-17.8% |
| Participant deferral / active EE | $8,357 | $8,429-0.9% | $8,071+3.5% | $6,691+24.9% |
| Admin fee / account holder | $12,059 | $15,050-19.9% | $13,005-7.3% | $13,402-10.0% |