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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 | $132,634-52.6% | $115,768-45.7% | $137,256-54.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 14.72% | 160.70%-146.0pp | 100.46%-85.7pp | 220.34%-205.6pp |
| Employer contribution / active EE | $3,037 | $3,360-9.6% | $2,940+3.3% | $4,156-26.9% |
| Participant deferral / active EE | $1,951 | $5,619-65.3% | $4,917-60.3% | $6,407-69.6% |
| Admin fee / account holder | $5,661 | $15,028-62.3% | $12,439-54.5% | $12,270-53.9% |