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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 | $126,526 | $166,020-23.8% | $164,866-23.3% | $145,959-13.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.82% | 100.08%-88.3pp | 69.97%-58.2pp | 561.95%-550.1pp |
| Employer contribution / active EE | $3,266 | $5,275-38.1% | $4,343-24.8% | $4,661-29.9% |
| Participant deferral / active EE | $9,752 | $6,961+40.1% | $6,033+61.6% | $6,689+45.8% |
| Admin fee / account holder | $4,911 | $16,644-70.5% | $12,689-61.3% | $13,398-63.3% |