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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 | $59,017 | $112,933-47.7% | $90,970-35.1% | $158,982-62.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.42% | 215.82%-202.4pp | 134.60%-121.2pp | 302.99%-289.6pp |
| Employer contribution / active EE | $3,182 | $2,893+10.0% | $2,122+49.9% | $4,763-33.2% |
| Participant deferral / active EE | $2,916 | $4,128-29.4% | $3,373-13.5% | $5,983-51.3% |
| Admin fee / account holder | $2,020 | $8,047-74.9% | $5,961-66.1% | $11,252-82.0% |