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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 | $108,301 | $209,422-48.3% | $178,503-39.3% | $158,982-31.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.81% | 188.81%-176.0pp | 151.12%-138.3pp | 302.99%-290.2pp |
| Employer contribution / active EE | $4,258 | $5,707-25.4% | $5,011-15.0% | $4,763-10.6% |
| Participant deferral / active EE | $7,224 | $5,955+21.3% | $5,202+38.9% | $5,983+20.7% |
| Admin fee / account holder | $2,533 | $17,079-85.2% | $13,987-81.9% | $11,252-77.5% |