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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 | $65,926 | $126,519-47.9% | $106,201-37.9% | $145,959-54.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.76% | 225.10%-211.3pp | 116.26%-102.5pp | 561.95%-548.2pp |
| Employer contribution / active EE | $2,203 | $3,726-40.9% | $3,170-30.5% | $4,661-52.7% |
| Participant deferral / active EE | $21,000 | $5,716+267.4% | $5,012+319.0% | $6,689+214.0% |
| Admin fee / account holder | $22,118 | $17,312+27.8% | $11,039+100.4% | $13,398+65.1% |