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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 | $55,825 | $208,088-73.2% | $186,193-70.0% | $154,746-63.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 18.23% | 89.97%-71.7pp | 78.03%-59.8pp | 172.34%-154.1pp |
| Employer contribution / active EE | $1,109 | $4,340-74.4% | $3,918-71.7% | $4,379-74.7% |
| Participant deferral / active EE | $2,591 | $7,078-63.4% | $6,513-60.2% | $6,730-61.5% |
| Admin fee / account holder | $1,348 | $11,698-88.5% | $11,058-87.8% | $14,365-90.6% |