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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 | $64,628 | $196,972-67.2% | $182,262-64.5% | $198,609-67.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 21.27% | 158.27%-137.0pp | 140.60%-119.3pp | 202.70%-181.4pp |
| Employer contribution / active EE | $3,711 | $5,364-30.8% | $5,046-26.4% | $5,055-26.6% |
| Participant deferral / active EE | $13,460 | $8,643+55.7% | $8,276+62.6% | $6,977+92.9% |
| Admin fee / account holder | $6,327 | $18,429-65.7% | $16,712-62.1% | $19,030-66.8% |