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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 | $42,200 | $209,425-79.8% | $178,499-76.4% | $158,966-73.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.07% | 188.80%-180.7pp | 151.10%-143.0pp | 302.95%-294.9pp |
| Employer contribution / active EE | $3,054 | $5,707-46.5% | $5,011-39.1% | $4,762-35.9% |
| Participant deferral / active EE | $4,480 | $5,955-24.8% | $5,202-13.9% | $5,983-25.1% |
| Admin fee / account holder | $1,521 | $17,078-91.1% | $13,986-89.1% | $11,250-86.5% |