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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 | $65,010 | $102,978-36.9% | $90,287-28.0% | $152,870-57.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.12% | 95.17%-73.1pp | 78.10%-56.0pp | 345.34%-323.2pp |
| Employer contribution / active EE | $3,194 | $3,139+1.7% | $2,855+11.9% | $4,763-32.9% |
| Participant deferral / active EE | $4,045 | $4,281-5.5% | $3,885+4.1% | $5,850-30.9% |
| Admin fee / account holder | $1,762 | $6,171-71.4% | $5,351-67.1% | $11,597-84.8% |