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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 | $62,209 | $176,786-64.8% | $146,643-57.6% | $167,536-62.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.36% | 24.04%-7.7pp | 22.75%-6.4pp | 478.82%-462.5pp |
| Employer contribution / active EE | $3,220 | $5,161-37.6% | $4,137-22.2% | $4,839-33.5% |
| Participant deferral / active EE | $5,186 | $6,440-19.5% | $5,506-5.8% | $6,342-18.2% |
| Admin fee / account holder | $3,571 | $13,262-73.1% | $10,280-65.3% | $12,315-71.0% |