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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 | $81,176 | $165,399-50.9% | $149,745-45.8% | $158,982-48.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.63% | 348.34%-327.7pp | 276.72%-256.1pp | 302.99%-282.4pp |
| Employer contribution / active EE | $2,814 | $5,105-44.9% | $4,646-39.4% | $4,763-40.9% |
| Participant deferral / active EE | $11,452 | $7,183+59.4% | $6,843+67.4% | $5,983+91.4% |
| Admin fee / account holder | $416 | $10,811-96.2% | $9,312-95.5% | $11,252-96.3% |