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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 | $66,653 | $118,708-43.9% | $98,920-32.6% | $158,982-58.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 18.02% | 372.49%-354.5pp | 196.47%-178.5pp | 302.99%-285.0pp |
| Employer contribution / active EE | $2,967 | $3,334-11.0% | $2,689+10.3% | $4,763-37.7% |
| Participant deferral / active EE | $1,841 | $5,089-63.8% | $4,245-56.6% | $5,983-69.2% |
| Admin fee / account holder | $1,607 | $10,134-84.1% | $6,643-75.8% | $11,252-85.7% |