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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 | $70,641 | $196,972-64.1% | $182,262-61.2% | $198,609-64.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 34.20% | 158.27%-124.1pp | 140.60%-106.4pp | 202.70%-168.5pp |
| Employer contribution / active EE | $2,155 | $5,364-59.8% | $5,046-57.3% | $5,055-57.4% |
| Participant deferral / active EE | $4,497 | $8,643-48.0% | $8,276-45.7% | $6,977-35.5% |
| Admin fee / account holder | $3,309 | $18,429-82.0% | $16,712-80.2% | $19,030-82.6% |