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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 | $75,252 | $217,432-65.4% | $185,851-59.5% | $167,553-55.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.29% | 148.43%-137.1pp | 122.11%-110.8pp | 478.89%-467.6pp |
| Employer contribution / active EE | $2,218 | $5,874-62.2% | $5,168-57.1% | $4,840-54.2% |
| Participant deferral / active EE | $3,693 | $6,357-41.9% | $5,569-33.7% | $6,343-41.8% |
| Admin fee / account holder | $2,025 | $19,820-89.8% | $16,245-87.5% | $12,316-83.6% |