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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 | $74,333 | $115,810-35.8% | $101,271-26.6% | $158,966-53.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 30.23% | 56.15%-25.9pp | 46.48%-16.2pp | 302.95%-272.7pp |
| Employer contribution / active EE | $1,441 | $4,175-65.5% | $3,660-60.6% | $4,762-69.8% |
| Participant deferral / active EE | $4,261 | $4,958-14.1% | $4,371-2.5% | $5,983-28.8% |
| Admin fee / account holder | $2,327 | $7,248-67.9% | $5,948-60.9% | $11,250-79.3% |