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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 | $82,930 | $129,737-36.1% | $119,126-30.4% | $154,746-46.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.86% | 379.08%-362.2pp | 282.11%-265.2pp | 172.34%-155.5pp |
| Employer contribution / active EE | $2,334 | $4,375-46.7% | $4,034-42.1% | $4,379-46.7% |
| Participant deferral / active EE | $6,823 | $5,842+16.8% | $5,318+28.3% | $6,730+1.4% |
| Admin fee / account holder | $2,142 | $11,961-82.1% | $10,693-80.0% | $14,365-85.1% |