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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 | $64,447 | $165,399-61.0% | $149,745-57.0% | $158,982-59.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.90% | 348.34%-329.4pp | 276.72%-257.8pp | 302.99%-284.1pp |
| Employer contribution / active EE | $1,903 | $5,105-62.7% | $4,646-59.0% | $4,763-60.0% |
| Participant deferral / active EE | $3,513 | $7,183-51.1% | $6,843-48.7% | $5,983-41.3% |
| Admin fee / account holder | $14,639 | $10,811+35.4% | $9,312+57.2% | $11,252+30.1% |