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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 | $69,901 | $196,972-64.5% | $182,262-61.6% | $198,609-64.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 29.39% | 158.27%-128.9pp | 140.60%-111.2pp | 202.70%-173.3pp |
| Employer contribution / active EE | $3,801 | $5,364-29.1% | $5,046-24.7% | $5,055-24.8% |
| Participant deferral / active EE | $6,581 | $8,643-23.9% | $8,276-20.5% | $6,977-5.7% |
| Admin fee / account holder | $1,800 | $18,429-90.2% | $16,712-89.2% | $19,030-90.5% |