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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 | $67,346 | $209,422-67.8% | $178,503-62.3% | $158,982-57.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.31% | 188.81%-181.5pp | 151.12%-143.8pp | 302.99%-295.7pp |
| Employer contribution / active EE | $2,262 | $5,707-60.4% | $5,011-54.9% | $4,763-52.5% |
| Participant deferral / active EE | $3,823 | $5,955-35.8% | $5,202-26.5% | $5,983-36.1% |
| Admin fee / account holder | $44,215 | $17,079+158.9% | $13,987+216.1% | $11,252+293.0% |