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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 | $76,103 | $129,737-41.3% | $119,126-36.1% | $154,746-50.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 12.33% | 379.08%-366.7pp | 282.11%-269.8pp | 172.34%-160.0pp |
| Employer contribution / active EE | $2,229 | $4,375-49.1% | $4,034-44.7% | $4,379-49.1% |
| Participant deferral / active EE | $2,693 | $5,842-53.9% | $5,318-49.4% | $6,730-60.0% |
| Admin fee / account holder | $864 | $11,961-92.8% | $10,693-91.9% | $14,365-94.0% |