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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 | $101,092 | $209,425-51.7% | $178,499-43.4% | $158,966-36.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.44% | 188.80%-177.4pp | 151.10%-139.7pp | 302.95%-291.5pp |
| Employer contribution / active EE | $2,548 | $5,707-55.4% | $5,011-49.2% | $4,762-46.5% |
| Participant deferral / active EE | $4,268 | $5,955-28.3% | $5,202-18.0% | $5,983-28.7% |
| Admin fee / account holder | $570 | $17,078-96.7% | $13,986-95.9% | $11,250-94.9% |