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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 | $87,528 | $134,817-35.1% | $123,973-29.4% | $155,188-43.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 8.67% | 515.49%-506.8pp | 388.13%-379.5pp | 148.84%-140.2pp |
| Employer contribution / active EE | $3,009 | $4,425-32.0% | $4,126-27.1% | $4,248-29.2% |
| Participant deferral / active EE | $4,561 | $5,706-20.1% | $5,247-13.1% | $6,531-30.2% |
| Admin fee / account holder | $3,372 | $13,245-74.5% | $11,799-71.4% | $14,480-76.7% |