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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 | $61,182 | $182,823-66.5% | $161,596-62.1% | $198,609-69.2% |
| Participation rate | 100.0% | 81.5%+18.5pp | 80.7%+19.3pp | 82.4%+17.6pp |
| Annual return | 20.32% | 484.64%-464.3pp | 389.92%-369.6pp | 202.70%-182.4pp |
| Employer contribution / active EE | $1,073 | $4,109-73.9% | $3,977-73.0% | $5,055-78.8% |
| Participant deferral / active EE | $12,106 | $7,056+71.6% | $6,750+79.3% | $6,977+73.5% |
| Admin fee / account holder | $3,344 | $15,687-78.7% | $13,161-74.6% | $19,030-82.4% |