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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 | $53,622 | $196,972-72.8% | $182,262-70.6% | $198,609-73.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.62% | 158.27%-143.7pp | 140.60%-126.0pp | 202.70%-188.1pp |
| Employer contribution / active EE | $3,269 | $5,364-39.1% | $5,046-35.2% | $5,055-35.3% |
| Participant deferral / active EE | $4,779 | $8,643-44.7% | $8,276-42.3% | $6,977-31.5% |
| Admin fee / account holder | $14,988 | $18,429-18.7% | $16,712-10.3% | $19,030-21.2% |