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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 | $64,314 | $129,737-50.4% | $119,126-46.0% | $154,746-58.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 14.36% | 379.08%-364.7pp | 282.11%-267.7pp | 172.34%-158.0pp |
| Employer contribution / active EE | $2,602 | $4,375-40.5% | $4,034-35.5% | $4,379-40.6% |
| Participant deferral / active EE | $3,657 | $5,842-37.4% | $5,318-31.2% | $6,730-45.7% |
| Admin fee / account holder | $3,793 | $11,961-68.3% | $10,693-64.5% | $14,365-73.6% |