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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 | $63,724 | $105,210-39.4% | $159,487-60.0% | $85,851-25.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 26.62% | 45.08%-18.5pp | 263.71%-237.1pp | 318.63%-292.0pp |
| Employer contribution / active EE | $3,379 | $3,319+1.8% | $4,831-30.1% | $2,565+31.7% |
| Participant deferral / active EE | $4,124 | $5,946-30.6% | $7,354-43.9% | $3,952+4.3% |
| Admin fee / account holder | $837 | $6,934-87.9% | $10,804-92.3% | $6,261-86.6% |