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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 | $82,922 | $144,130-42.5% | $117,861-29.6% | $147,586-43.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.13% | 531.20%-519.1pp | 335.11%-323.0pp | 578.59%-566.5pp |
| Employer contribution / active EE | $2,018 | $4,897-58.8% | $3,786-46.7% | $4,876-58.6% |
| Participant deferral / active EE | $3,701 | $5,316-30.4% | $4,482-17.4% | $5,439-32.0% |
| Admin fee / account holder | $2,363 | $10,887-78.3% | $8,021-70.5% | $10,886-78.3% |