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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 | $88,971 | $118,695-25.0% | $98,916-10.1% | $158,950-44.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 20.21% | 372.39%-352.2pp | 196.45%-176.2pp | 302.91%-282.7pp |
| Employer contribution / active EE | $1,274 | $3,333-61.8% | $2,689-52.6% | $4,762-73.3% |
| Participant deferral / active EE | $3,589 | $5,088-29.5% | $4,245-15.5% | $5,983-40.0% |
| Admin fee / account holder | $10,963 | $10,132+8.2% | $6,642+65.0% | $11,248-2.5% |