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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 | $70,477 | $202,463-65.2% | $169,397-58.4% | $139,487-49.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 18.25% | 532.64%-514.4pp | 406.23%-388.0pp | 373.84%-355.6pp |
| Employer contribution / active EE | $1,748 | $4,694-62.8% | $4,013-56.5% | $4,755-63.2% |
| Participant deferral / active EE | $10,063 | $6,941+45.0% | $6,223+61.7% | $6,713+49.9% |
| Admin fee / account holder | $3,316 | $10,726-69.1% | $9,017-63.2% | $11,407-70.9% |