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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 | $67,371 | $109,411-38.4% | $89,435-24.7% | $158,982-57.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 20.67% | 345.68%-325.0pp | 245.55%-224.9pp | 302.99%-282.3pp |
| Employer contribution / active EE | $1,272 | $3,173-59.9% | $2,587-50.8% | $4,763-73.3% |
| Participant deferral / active EE | $9,475 | $4,600+106.0% | $3,890+143.5% | $5,983+58.4% |
| Admin fee / account holder | $1,136 | $6,159-81.6% | $4,884-76.8% | $11,252-89.9% |