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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 | $70,030 | $107,368-34.8% | $92,915-24.6% | $152,909-54.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.05% | 145.64%-126.6pp | 109.45%-90.4pp | 345.46%-326.4pp |
| Employer contribution / active EE | $3,043 | $4,222-27.9% | $3,653-16.7% | $4,764-36.1% |
| Participant deferral / active EE | $7,316 | $4,848+50.9% | $4,238+72.6% | $5,851+25.0% |
| Admin fee / account holder | $750 | $7,082-89.4% | $5,796-87.1% | $11,601-93.5% |