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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 | $71,658 | $109,372-34.5% | $89,414-19.9% | $158,966-54.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 32.87% | 345.55%-312.7pp | 245.50%-212.6pp | 302.95%-270.1pp |
| Employer contribution / active EE | $1,690 | $3,171-46.7% | $2,586-34.7% | $4,762-64.5% |
| Participant deferral / active EE | $4,166 | $4,598-9.4% | $3,890+7.1% | $5,983-30.4% |
| Admin fee / account holder | $615 | $6,156-90.0% | $4,883-87.4% | $11,250-94.5% |