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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 | $52,890 | $196,972-73.1% | $182,262-71.0% | $198,609-73.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 19.68% | 158.27%-138.6pp | 140.60%-120.9pp | 202.70%-183.0pp |
| Employer contribution / active EE | $2,915 | $5,364-45.7% | $5,046-42.2% | $5,055-42.3% |
| Participant deferral / active EE | $5,631 | $8,643-34.9% | $8,276-32.0% | $6,977-19.3% |
| Admin fee / account holder | $3,858 | $18,429-79.1% | $16,712-76.9% | $19,030-79.7% |