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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 | $166,020-33.2% | $164,866-32.7% | $145,959-24.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.93% | 100.08%-91.2pp | 69.97%-61.0pp | 561.95%-553.0pp |
| Employer contribution / active EE | $3,120 | $5,275-40.8% | $4,343-28.2% | $4,661-33.1% |
| Participant deferral / active EE | $12,872 | $6,961+84.9% | $6,033+113.4% | $6,689+92.4% |
| Admin fee / account holder | $20,695 | $16,644+24.3% | $12,689+63.1% | $13,398+54.5% |