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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 | $79,707 | $217,427-63.3% | $185,837-57.1% | $167,518-52.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.75% | 148.39%-130.6pp | 122.08%-104.3pp | 478.71%-461.0pp |
| Employer contribution / active EE | $4,444 | $5,874-24.4% | $5,168-14.0% | $4,838-8.2% |
| Participant deferral / active EE | $3,378 | $6,357-46.9% | $5,568-39.3% | $6,342-46.7% |
| Admin fee / account holder | $2,418 | $19,816-87.8% | $16,241-85.1% | $12,312-80.4% |