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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 | $57,511 | $70,366-18.3% | $66,674-13.7% | $138,895-58.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 20.39% | 386.41%-366.0pp | 321.24%-300.8pp | 145.39%-125.0pp |
| Employer contribution / active EE | $2,420 | $2,765-12.5% | $2,620-7.6% | $4,194-42.3% |
| Participant deferral / active EE | $10,144 | $4,374+131.9% | $4,084+148.4% | $6,396+58.6% |
| Admin fee / account holder | $847 | $5,262-83.9% | $5,098-83.4% | $12,562-93.3% |