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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 | $75,074 | $103,038-27.1% | $90,324-16.9% | $152,909-50.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.03% | 95.25%-73.2pp | 78.15%-56.1pp | 345.46%-323.4pp |
| Employer contribution / active EE | $3,416 | $3,141+8.8% | $2,856+19.6% | $4,764-28.3% |
| Participant deferral / active EE | $8,399 | $4,282+96.1% | $3,885+116.2% | $5,851+43.5% |
| Admin fee / account holder | $5,924 | $6,177-4.1% | $5,356+10.6% | $11,601-48.9% |