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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 | $81,827 | $201,344-59.4% | $184,243-55.6% | $145,877-43.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.78% | 29.01%-16.2pp | 28.82%-16.0pp | 551.28%-538.5pp |
| Employer contribution / active EE | $3,789 | $7,022-46.0% | $6,427-41.0% | $4,663-18.7% |
| Participant deferral / active EE | $4,870 | $9,807-50.3% | $9,132-46.7% | $6,691-27.2% |
| Admin fee / account holder | $677 | $16,382-95.9% | $13,914-95.1% | $13,402-94.9% |