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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 | $85,598 | $148,582-42.4% | $135,942-37.0% | $139,456-38.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.52% | 79.26%-61.7pp | 68.28%-50.8pp | 373.45%-355.9pp |
| Employer contribution / active EE | $2,435 | $5,245-53.6% | $4,858-49.9% | $4,753-48.8% |
| Participant deferral / active EE | $5,792 | $8,101-28.5% | $7,759-25.4% | $6,711-13.7% |
| Admin fee / account holder | $3,366 | $12,402-72.9% | $10,764-68.7% | $11,407-70.5% |