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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 | $105,306 | $227,633-53.7% | $189,597-44.5% | $167,553-37.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.47% | 78.45%-66.0pp | 64.20%-51.7pp | 478.89%-466.4pp |
| Employer contribution / active EE | $9,194 | $5,317+72.9% | $4,412+108.4% | $4,840+90.0% |
| Participant deferral / active EE | $7,512 | $7,003+7.3% | $6,174+21.7% | $6,343+18.4% |
| Admin fee / account holder | $5,399 | $11,879-54.6% | $9,807-45.0% | $12,316-56.2% |