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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 | $88,619 | $117,829-24.8% | $102,423-13.5% | $145,877-39.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.54% | 31.83%-18.3pp | 29.42%-15.9pp | 551.28%-537.7pp |
| Employer contribution / active EE | $3,612 | $3,615-0.1% | $3,023+19.5% | $4,663-22.5% |
| Participant deferral / active EE | $16,554 | $5,732+188.8% | $5,054+227.5% | $6,691+147.4% |
| Admin fee / account holder | $9,209 | $13,335-30.9% | $9,455-2.6% | $13,402-31.3% |