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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 | $61,339 | $102,696-40.3% | $86,235-28.9% | $139,487-56.0% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 22.21% | 1925.91%-1903.7pp | 1170.03%-1147.8pp | 373.84%-351.6pp |
| Employer contribution / active EE | $1,997 | $3,034-34.2% | $2,381-16.1% | $4,755-58.0% |
| Participant deferral / active EE | $2,667 | $4,679-43.0% | $3,987-33.1% | $6,713-60.3% |
| Admin fee / account holder | $4,280 | $8,667-50.6% | $6,856-37.6% | $11,407-62.5% |