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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 | $125,380 | $160,040-21.7% | $147,096-14.8% | $145,877-14.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.72% | 98.49%-86.8pp | 419.75%-408.0pp | 551.28%-539.6pp |
| Employer contribution / active EE | $3,679 | $5,289-30.5% | $4,936-25.5% | $4,663-21.1% |
| Participant deferral / active EE | $5,878 | $8,429-30.3% | $8,071-27.2% | $6,691-12.2% |
| Admin fee / account holder | $9,919 | $15,050-34.1% | $13,005-23.7% | $13,402-26.0% |