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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 | $130,282 | $210,698-38.2% | $178,014-26.8% | $145,959-10.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.77% | 386.27%-377.5pp | 294.80%-286.0pp | 561.95%-553.2pp |
| Employer contribution / active EE | $2,519 | $4,567-44.8% | $3,950-36.2% | $4,661-46.0% |
| Participant deferral / active EE | $3,170 | $6,958-54.4% | $6,276-49.5% | $6,689-52.6% |
| Admin fee / account holder | $5,826 | $12,016-51.5% | $10,362-43.8% | $13,398-56.5% |