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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 | $54,719 | $70,366-22.2% | $66,674-17.9% | $138,895-60.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 14.55% | 386.41%-371.9pp | 321.24%-306.7pp | 145.39%-130.8pp |
| Employer contribution / active EE | $3,340 | $2,765+20.8% | $2,620+27.5% | $4,194-20.4% |
| Participant deferral / active EE | $10,562 | $4,374+141.5% | $4,084+158.6% | $6,396+65.1% |
| Admin fee / account holder | $4,075 | $5,262-22.6% | $5,098-20.1% | $12,562-67.6% |