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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 | $74,161 | $125,778-41.0% | $114,563-35.3% | $154,746-52.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 13.07% | 295.14%-282.1pp | 241.09%-228.0pp | 172.34%-159.3pp |
| Employer contribution / active EE | $1,995 | $2,806-28.9% | $2,592-23.0% | $4,379-54.4% |
| Participant deferral / active EE | $1,536 | $4,445-65.4% | $4,142-62.9% | $6,730-77.2% |
| Admin fee / account holder | $2,986 | $8,190-63.5% | $7,623-60.8% | $14,365-79.2% |