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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 | $66,341 | $112,935-41.3% | $90,970-27.1% | $158,966-58.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 24.13% | 215.79%-191.7pp | 134.58%-110.5pp | 302.95%-278.8pp |
| Employer contribution / active EE | $1,801 | $2,895-37.8% | $2,122-15.1% | $4,762-62.2% |
| Participant deferral / active EE | $2,043 | $4,129-50.5% | $3,373-39.4% | $5,983-65.9% |
| Admin fee / account holder | $4,471 | $8,045-44.4% | $5,960-25.0% | $11,250-60.3% |