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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 | $67,030 | $217,432-69.2% | $185,849-63.9% | $167,536-60.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.90% | 148.42%-138.5pp | 122.10%-112.2pp | 478.82%-468.9pp |
| Employer contribution / active EE | $1,994 | $5,875-66.1% | $5,169-61.4% | $4,839-58.8% |
| Participant deferral / active EE | $3,962 | $6,357-37.7% | $5,569-28.9% | $6,342-37.5% |
| Admin fee / account holder | $1,529 | $19,818-92.3% | $16,244-90.6% | $12,315-87.6% |