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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 | $54,793 | $102,595-46.6% | $94,057-41.7% | $154,746-64.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 19.00% | 583.42%-564.4pp | 480.62%-461.6pp | 172.34%-153.3pp |
| Employer contribution / active EE | $3,238 | $3,147+2.9% | $2,933+10.4% | $4,379-26.1% |
| Participant deferral / active EE | $4,753 | $5,118-7.1% | $4,709+0.9% | $6,730-29.4% |
| Admin fee / account holder | $7,283 | $7,736-5.9% | $7,244+0.5% | $14,365-49.3% |