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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 | $64,092 | $196,972-67.5% | $182,262-64.8% | $198,609-67.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.80% | 158.27%-141.5pp | 140.60%-123.8pp | 202.70%-185.9pp |
| Employer contribution / active EE | $3,024 | $5,364-43.6% | $5,046-40.1% | $5,055-40.2% |
| Participant deferral / active EE | $4,484 | $8,643-48.1% | $8,276-45.8% | $6,977-35.7% |
| Admin fee / account holder | $12,431 | $18,429-32.5% | $16,712-25.6% | $19,030-34.7% |