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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 | $97,156 | $196,972-50.7% | $182,262-46.7% | $198,609-51.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 9.68% | 158.27%-148.6pp | 140.60%-130.9pp | 202.70%-193.0pp |
| Employer contribution / active EE | $3,055 | $5,364-43.0% | $5,046-39.5% | $5,055-39.6% |
| Participant deferral / active EE | $9,069 | $8,643+4.9% | $8,276+9.6% | $6,977+30.0% |
| Admin fee / account holder | $10,179 | $18,429-44.8% | $16,712-39.1% | $19,030-46.5% |