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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 | $71,281 | $90,530-21.3% | $76,030-6.2% | $145,897-51.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.29% | 625.08%-614.8pp | 361.54%-351.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $2,336 | $3,319-29.6% | $2,688-13.1% | $4,663-49.9% |
| Participant deferral / active EE | $2,989 | $5,164-42.1% | $4,257-29.8% | $6,689-55.3% |
| Admin fee / account holder | $1,440 | $8,383-82.8% | $6,421-77.6% | $13,390-89.2% |