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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 | $35,773 | $196,972-81.8% | $182,262-80.4% | $198,609-82.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 19.48% | 158.27%-138.8pp | 140.60%-121.1pp | 202.70%-183.2pp |
| Employer contribution / active EE | $3,188 | $5,364-40.6% | $5,046-36.8% | $5,055-36.9% |
| Participant deferral / active EE | $5,532 | $8,643-36.0% | $8,276-33.2% | $6,977-20.7% |
| Admin fee / account holder | $10,489 | $18,429-43.1% | $16,712-37.2% | $19,030-44.9% |