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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 | $54,862 | $129,737-57.7% | $119,126-53.9% | $154,746-64.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 11.54% | 379.08%-367.5pp | 282.11%-270.6pp | 172.34%-160.8pp |
| Employer contribution / active EE | $2,766 | $4,375-36.8% | $4,034-31.4% | $4,379-36.8% |
| Participant deferral / active EE | $2,503 | $5,842-57.2% | $5,318-52.9% | $6,730-62.8% |
| Admin fee / account holder | $25,325 | $11,961+111.7% | $10,693+136.8% | $14,365+76.3% |