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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 | $122,385 | $226,105-45.9% | $182,540-33.0% | $152,897-20.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 18.64% | 192.58%-173.9pp | 148.58%-129.9pp | 345.43%-326.8pp |
| Employer contribution / active EE | $3,212 | $4,978-35.5% | $4,076-21.2% | $4,764-32.6% |
| Participant deferral / active EE | $4,295 | $6,370-32.6% | $5,525-22.3% | $5,851-26.6% |
| Admin fee / account holder | $7,978 | $10,706-25.5% | $8,593-7.2% | $11,599-31.2% |