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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 | $111,234 | $165,399-32.7% | $149,745-25.7% | $158,982-30.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.29% | 348.34%-338.0pp | 276.72%-266.4pp | 302.99%-292.7pp |
| Employer contribution / active EE | $2,730 | $5,105-46.5% | $4,646-41.2% | $4,763-42.7% |
| Participant deferral / active EE | $4,977 | $7,183-30.7% | $6,843-27.3% | $5,983-16.8% |
| Admin fee / account holder | $25,162 | $10,811+132.7% | $9,312+170.2% | $11,252+123.6% |