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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 | $57,922 | $81,643-29.1% | $70,462-17.8% | $158,950-63.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 23.57% | 208.51%-184.9pp | 109.08%-85.5pp | 302.91%-279.3pp |
| Employer contribution / active EE | $3,085 | $3,218-4.1% | $2,737+12.7% | $4,762-35.2% |
| Participant deferral / active EE | $3,093 | $4,555-32.1% | $3,710-16.6% | $5,983-48.3% |
| Admin fee / account holder | $2,435 | $6,194-60.7% | $3,845-36.7% | $11,248-78.4% |