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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 | $71,304 | $108,942-34.5% | $100,415-29.0% | $145,897-51.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.43% | 58.27%-40.8pp | 49.47%-32.0pp | 552.29%-534.9pp |
| Employer contribution / active EE | $2,813 | $4,422-36.4% | $3,943-28.7% | $4,663-39.7% |
| Participant deferral / active EE | $7,205 | $8,461-14.8% | $8,091-11.0% | $6,689+7.7% |
| Admin fee / account holder | $1,040 | $9,702-89.3% | $7,906-86.8% | $13,390-92.2% |