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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 | $89,407 | $118,708-24.7% | $98,920-9.6% | $158,982-43.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 16.28% | 372.49%-356.2pp | 196.47%-180.2pp | 302.99%-286.7pp |
| Employer contribution / active EE | $2,188 | $3,334-34.4% | $2,689-18.6% | $4,763-54.1% |
| Participant deferral / active EE | $8,422 | $5,089+65.5% | $4,245+98.4% | $5,983+40.8% |
| Admin fee / account holder | $354 | $10,134-96.5% | $6,643-94.7% | $11,252-96.9% |