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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 | $121,024 | $196,972-38.6% | $182,262-33.6% | $198,609-39.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 9.14% | 158.27%-149.1pp | 140.60%-131.5pp | 202.70%-193.6pp |
| Employer contribution / active EE | $4,133 | $5,364-23.0% | $5,046-18.1% | $5,055-18.3% |
| Participant deferral / active EE | $4,400 | $8,643-49.1% | $8,276-46.8% | $6,977-36.9% |
| Admin fee / account holder | $8,238 | $18,429-55.3% | $16,712-50.7% | $19,030-56.7% |