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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 | $62,844 | $132,099-52.4% | $115,599-45.6% | $138,895-54.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 14.72% | 176.76%-162.0pp | 111.10%-96.4pp | 145.39%-130.7pp |
| Employer contribution / active EE | $3,037 | $3,416-11.1% | $2,955+2.8% | $4,194-27.6% |
| Participant deferral / active EE | $1,951 | $5,617-65.3% | $4,889-60.1% | $6,396-69.5% |
| Admin fee / account holder | $5,661 | $15,650-63.8% | $12,841-55.9% | $12,562-54.9% |