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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 | $60,220 | $125,184-51.9% | $105,607-43.0% | $145,884-58.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.56% | 225.00%-213.4pp | 116.11%-104.5pp | 551.85%-540.3pp |
| Employer contribution / active EE | $3,174 | $3,720-14.7% | $3,167+0.2% | $4,662-31.9% |
| Participant deferral / active EE | $6,213 | $5,714+8.7% | $5,011+24.0% | $6,690-7.1% |
| Admin fee / account holder | $17,098 | $17,133-0.2% | $10,958+56.0% | $13,392+27.7% |