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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 | $52,912 | $159,934-66.9% | $147,005-64.0% | $145,959-63.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.64% | 98.24%-79.6pp | 418.76%-400.1pp | 561.95%-543.3pp |
| Employer contribution / active EE | $3,868 | $5,287-26.8% | $4,934-21.6% | $4,661-17.0% |
| Participant deferral / active EE | $18,656 | $8,427+121.4% | $8,070+131.2% | $6,689+178.9% |
| Admin fee / account holder | $3,072 | $15,053-79.6% | $13,006-76.4% | $13,398-77.1% |