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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 | $77,049 | $112,131-31.3% | $95,964-19.7% | $158,982-51.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.27% | 171.19%-157.9pp | 91.64%-78.4pp | 302.99%-289.7pp |
| Employer contribution / active EE | $1,704 | $3,199-46.7% | $2,541-32.9% | $4,763-64.2% |
| Participant deferral / active EE | $5,251 | $4,784+9.8% | $4,167+26.0% | $5,983-12.2% |
| Admin fee / account holder | $3,255 | $10,136-67.9% | $6,797-52.1% | $11,252-71.1% |