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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 | $97,250 | $118,708-18.1% | $98,920-1.7% | $158,966-38.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 19.47% | 372.49%-353.0pp | 196.47%-177.0pp | 302.95%-283.5pp |
| Employer contribution / active EE | $2,468 | $3,334-26.0% | $2,689-8.2% | $4,762-48.2% |
| Participant deferral / active EE | $7,876 | $5,089+54.8% | $4,245+85.5% | $5,983+31.6% |
| Admin fee / account holder | $3,507 | $10,134-65.4% | $6,643-47.2% | $11,250-68.8% |