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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 | $75,406 | $109,372-31.1% | $89,414-15.7% | $158,966-52.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.46% | 345.55%-329.1pp | 245.50%-229.0pp | 302.95%-286.5pp |
| Employer contribution / active EE | $5,323 | $3,171+67.8% | $2,586+105.8% | $4,762+11.8% |
| Participant deferral / active EE | $3,380 | $4,598-26.5% | $3,890-13.1% | $5,983-43.5% |
| Admin fee / account holder | $12,112 | $6,156+96.7% | $4,883+148.0% | $11,250+7.7% |