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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 | $114,816 | $148,623-22.7% | $135,974-15.6% | $139,466-17.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.00% | 79.30%-63.3pp | 68.30%-52.3pp | 373.66%-357.7pp |
| Employer contribution / active EE | $2,963 | $5,246-43.5% | $4,859-39.0% | $4,754-37.7% |
| Participant deferral / active EE | $9,600 | $8,103+18.5% | $7,760+23.7% | $6,712+43.0% |
| Admin fee / account holder | $2,564 | $12,406-79.3% | $10,767-76.2% | $11,409-77.5% |