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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 | $61,225 | $165,381-63.0% | $149,730-59.1% | $158,966-61.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.95% | 348.29%-331.3pp | 276.70%-259.7pp | 302.95%-286.0pp |
| Employer contribution / active EE | $2,034 | $5,104-60.2% | $4,645-56.2% | $4,762-57.3% |
| Participant deferral / active EE | $7,322 | $7,182+1.9% | $6,843+7.0% | $5,983+22.4% |
| Admin fee / account holder | $5,303 | $10,809-50.9% | $9,310-43.0% | $11,250-52.9% |