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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 | $66,902 | $78,707-15.0% | $117,861-43.2% | $70,126-4.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 19.44% | 23.30%-3.9pp | 335.11%-315.7pp | 73.15%-53.7pp |
| Employer contribution / active EE | $5,248 | $2,223+136.0% | $3,786+38.6% | $2,343+124.0% |
| Participant deferral / active EE | $2,350 | $3,297-28.7% | $4,482-47.6% | $3,332-29.5% |
| Admin fee / account holder | $2,154 | $5,066-57.5% | $8,021-73.1% | $4,645-53.6% |