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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 | $82,581 | $129,737-36.3% | $119,126-30.7% | $154,746-46.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 12.59% | 379.08%-366.5pp | 282.11%-269.5pp | 172.34%-159.7pp |
| Employer contribution / active EE | $6,056 | $4,375+38.4% | $4,034+50.1% | $4,379+38.3% |
| Participant deferral / active EE | $6,386 | $5,842+9.3% | $5,318+20.1% | $6,730-5.1% |
| Admin fee / account holder | $8,990 | $11,961-24.8% | $10,693-15.9% | $14,365-37.4% |