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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 | $57,089 | $165,399-65.5% | $149,745-61.9% | $158,982-64.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.61% | 348.34%-338.7pp | 276.72%-267.1pp | 302.99%-293.4pp |
| Employer contribution / active EE | $1,960 | $5,105-61.6% | $4,646-57.8% | $4,763-58.8% |
| Participant deferral / active EE | $6,264 | $7,183-12.8% | $6,843-8.5% | $5,983+4.7% |
| Admin fee / account holder | $579 | $10,811-94.6% | $9,312-93.8% | $11,252-94.9% |