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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 | $103,997 | $148,582-30.0% | $135,942-23.5% | $139,456-25.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.65% | 79.26%-65.6pp | 68.28%-54.6pp | 373.45%-359.8pp |
| Employer contribution / active EE | $1,981 | $5,245-62.2% | $4,858-59.2% | $4,753-58.3% |
| Participant deferral / active EE | $10,568 | $8,101+30.4% | $7,759+36.2% | $6,711+57.5% |
| Admin fee / account holder | $9,720 | $12,402-21.6% | $10,764-9.7% | $11,407-14.8% |