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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 | $90,675 | $53,841+68.4% | $75,731+19.7% | $85,851+5.6% |
| Participation rate | 100.0% | 69.0%+31.0pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 19.91% | 24.54%-4.6pp | 104.65%-84.7pp | 318.63%-298.7pp |
| Employer contribution / active EE | $1,844 | $2,017-8.6% | $2,743-32.8% | $2,565-28.1% |
| Participant deferral / active EE | $3,192 | $2,895+10.3% | $3,820-16.4% | $3,952-19.2% |
| Admin fee / account holder | $3,353 | $3,340+0.4% | $3,620-7.4% | $6,261-46.4% |