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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 | $74,682 | $209,405-64.3% | $178,486-58.2% | $158,931-53.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.16% | 188.77%-170.6pp | 151.08%-132.9pp | 302.86%-284.7pp |
| Employer contribution / active EE | $4,313 | $5,707-24.4% | $5,011-13.9% | $4,761-9.4% |
| Participant deferral / active EE | $4,798 | $5,954-19.4% | $5,202-7.8% | $5,982-19.8% |
| Admin fee / account holder | $2,912 | $17,076-82.9% | $13,985-79.2% | $11,247-74.1% |