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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 | $103,038-36.9% | $90,324-28.0% | $152,909-57.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.12% | 95.25%-73.1pp | 78.15%-56.0pp | 345.46%-323.3pp |
| Employer contribution / active EE | $3,194 | $3,141+1.7% | $2,856+11.8% | $4,764-33.0% |
| Participant deferral / active EE | $4,045 | $4,282-5.5% | $3,885+4.1% | $5,851-30.9% |
| Admin fee / account holder | $1,762 | $6,177-71.5% | $5,356-67.1% | $11,601-84.8% |