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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 | $86,166 | $114,119-24.5% | $107,187-19.6% | $138,895-38.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 13.52% | 273.21%-259.7pp | 204.55%-191.0pp | 145.39%-131.9pp |
| Employer contribution / active EE | $8,371 | $4,059+106.2% | $3,782+121.3% | $4,194+99.6% |
| Participant deferral / active EE | $2,936 | $5,538-47.0% | $5,096-42.4% | $6,396-54.1% |
| Admin fee / account holder | $24,044 | $10,024+139.9% | $9,162+162.4% | $12,562+91.4% |