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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 | $78,016 | $118,708-34.3% | $98,920-21.1% | $158,982-50.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 22.71% | 372.49%-349.8pp | 196.47%-173.8pp | 302.99%-280.3pp |
| Employer contribution / active EE | $3,066 | $3,334-8.1% | $2,689+14.0% | $4,763-35.6% |
| Participant deferral / active EE | $1,319 | $5,089-74.1% | $4,245-68.9% | $5,983-77.9% |
| Admin fee / account holder | $2,225 | $10,134-78.0% | $6,643-66.5% | $11,252-80.2% |