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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 | $78,153 | $183,516-57.4% | $155,534-49.8% | $145,884-46.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.88% | 61.43%-46.5pp | 64.92%-50.0pp | 551.85%-537.0pp |
| Employer contribution / active EE | $1,981 | $5,315-62.7% | $4,675-57.6% | $4,662-57.5% |
| Participant deferral / active EE | $2,472 | $6,467-61.8% | $5,630-56.1% | $6,690-63.0% |
| Admin fee / account holder | $6,980 | $19,293-63.8% | $15,900-56.1% | $13,392-47.9% |