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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 | $110,926 | $166,242-33.3% | $165,071-32.8% | $145,884-24.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.93% | 100.44%-91.5pp | 70.17%-61.2pp | 551.85%-542.9pp |
| Employer contribution / active EE | $3,120 | $5,283-40.9% | $4,347-28.2% | $4,662-33.1% |
| Participant deferral / active EE | $12,872 | $6,964+84.8% | $6,035+113.3% | $6,690+92.4% |
| Admin fee / account holder | $20,695 | $16,658+24.2% | $12,695+63.0% | $13,392+54.5% |