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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 | $71,688 | $129,737-44.7% | $119,126-39.8% | $154,746-53.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 14.09% | 379.08%-365.0pp | 282.11%-268.0pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,855 | $4,375-57.6% | $4,034-54.0% | $4,379-57.6% |
| Participant deferral / active EE | $4,385 | $5,842-24.9% | $5,318-17.5% | $6,730-34.8% |
| Admin fee / account holder | $5,575 | $11,961-53.4% | $10,693-47.9% | $14,365-61.2% |