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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 | $125,193-51.9% | $105,591-43.0% | $145,978-58.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.56% | 225.53%-214.0pp | 116.43%-104.9pp | 550.52%-539.0pp |
| Employer contribution / active EE | $3,174 | $3,718-14.6% | $3,166+0.3% | $4,662-31.9% |
| Participant deferral / active EE | $6,213 | $5,708+8.9% | $5,008+24.1% | $6,690-7.1% |
| Admin fee / account holder | $17,098 | $17,277-1.0% | $11,024+55.1% | $13,400+27.6% |