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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 | $105,743 | $196,972-46.3% | $182,262-42.0% | $198,609-46.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 11.93% | 158.27%-146.3pp | 140.60%-128.7pp | 202.70%-190.8pp |
| Employer contribution / active EE | $3,249 | $5,364-39.4% | $5,046-35.6% | $5,055-35.7% |
| Participant deferral / active EE | $10,415 | $8,643+20.5% | $8,276+25.8% | $6,977+49.3% |
| Admin fee / account holder | $69,411 | $18,429+276.6% | $16,712+315.3% | $19,030+264.7% |