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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 | $65,968 | $114,119-42.2% | $107,187-38.5% | $138,895-52.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 13.53% | 273.21%-259.7pp | 204.55%-191.0pp | 145.39%-131.9pp |
| Employer contribution / active EE | $3,785 | $4,059-6.7% | $3,782+0.1% | $4,194-9.8% |
| Participant deferral / active EE | $3,280 | $5,538-40.8% | $5,096-35.6% | $6,396-48.7% |
| Admin fee / account holder | $40,109 | $10,024+300.1% | $9,162+337.8% | $12,562+219.3% |