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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 | $58,087 | $107,363-45.9% | $92,909-37.5% | $152,897-62.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.64% | 145.63%-128.0pp | 109.44%-91.8pp | 345.43%-327.8pp |
| Employer contribution / active EE | $2,687 | $4,222-36.4% | $3,653-26.5% | $4,764-43.6% |
| Participant deferral / active EE | $3,543 | $4,848-26.9% | $4,238-16.4% | $5,851-39.4% |
| Admin fee / account holder | $4,316 | $7,082-39.0% | $5,795-25.5% | $11,599-62.8% |