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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 | $69,023 | $107,363-35.7% | $92,909-25.7% | $152,897-54.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 24.23% | 145.63%-121.4pp | 109.44%-85.2pp | 345.43%-321.2pp |
| Employer contribution / active EE | $1,703 | $4,222-59.7% | $3,653-53.4% | $4,764-64.2% |
| Participant deferral / active EE | $3,042 | $4,848-37.3% | $4,238-28.2% | $5,851-48.0% |
| Admin fee / account holder | $1,095 | $7,082-84.5% | $5,795-81.1% | $11,599-90.6% |