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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 | $113,645 | $169,356-32.9% | $129,406-12.2% | $145,897-22.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.95% | 14418.62%-14406.7pp | 9468.18%-9456.2pp | 552.29%-540.3pp |
| Employer contribution / active EE | $4,317 | $5,542-22.1% | $4,155+3.9% | $4,663-7.4% |
| Participant deferral / active EE | $2,843 | $4,987-43.0% | $4,167-31.8% | $6,689-57.5% |
| Admin fee / account holder | $30,377 | $9,915+206.4% | $7,689+295.1% | $13,390+126.9% |