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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 | $107,052 | $176,105-39.2% | $159,474-32.9% | $167,536-36.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.28% | 331.91%-318.6pp | 263.68%-250.4pp | 478.82%-465.5pp |
| Employer contribution / active EE | $3,206 | $5,299-39.5% | $4,831-33.6% | $4,839-33.8% |
| Participant deferral / active EE | $10,380 | $7,751+33.9% | $7,353+41.2% | $6,342+63.7% |
| Admin fee / account holder | $7,840 | $12,559-37.6% | $10,802-27.4% | $12,315-36.3% |