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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 | $96,336 | $118,708-18.8% | $98,920-2.6% | $158,982-39.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 18.07% | 372.49%-354.4pp | 196.47%-178.4pp | 302.99%-284.9pp |
| Employer contribution / active EE | $1,450 | $3,334-56.5% | $2,689-46.1% | $4,763-69.5% |
| Participant deferral / active EE | $1,520 | $5,089-70.1% | $4,245-64.2% | $5,983-74.6% |
| Admin fee / account holder | $2,251 | $10,134-77.8% | $6,643-66.1% | $11,252-80.0% |