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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 | $58,610 | $168,636-65.2% | $147,618-60.3% | $125,388-53.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 3.29% | 77.65%-74.4pp | 61.98%-58.7pp | 282.24%-278.9pp |
| Employer contribution / active EE | $3,725 | $6,252-40.4% | $5,565-33.1% | $4,866-23.4% |
| Participant deferral / active EE | $5,439 | $5,507-1.2% | $4,895+11.1% | $5,352+1.6% |
| Admin fee / account holder | $35,357 | $13,580+160.4% | $11,612+204.5% | $9,541+270.6% |