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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 | $79,983 | $165,351-51.6% | $149,710-46.6% | $158,931-49.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.39% | 348.19%-329.8pp | 276.63%-258.2pp | 302.86%-284.5pp |
| Employer contribution / active EE | $3,213 | $5,103-37.0% | $4,645-30.8% | $4,761-32.5% |
| Participant deferral / active EE | $10,367 | $7,181+44.4% | $6,842+51.5% | $5,982+73.3% |
| Admin fee / account holder | $4,105 | $10,807-62.0% | $9,309-55.9% | $11,247-63.5% |