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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 | $165,279 | $124,346+32.9% | $111,308+48.5% | $167,536-1.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 33.09% | 37.45%-4.4pp | 54.67%-21.6pp | 478.82%-445.7pp |
| Employer contribution / active EE | $1,017 | $3,437-70.4% | $2,732-62.8% | $4,839-79.0% |
| Participant deferral / active EE | $1,964 | $5,182-62.1% | $4,487-56.2% | $6,342-69.0% |
| Admin fee / account holder | $3,954 | $10,621-62.8% | $7,965-50.4% | $12,315-67.9% |