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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 | $75,024 | $112,121-33.1% | $95,960-21.8% | $158,966-52.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.05% | 171.16%-157.1pp | 91.63%-77.6pp | 302.95%-288.9pp |
| Employer contribution / active EE | $1,521 | $3,199-52.5% | $2,541-40.2% | $4,762-68.1% |
| Participant deferral / active EE | $1,803 | $4,784-62.3% | $4,167-56.7% | $5,983-69.9% |
| Admin fee / account holder | $1,470 | $10,135-85.5% | $6,797-78.4% | $11,250-86.9% |