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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 | $50,967 | $165,361-69.2% | $149,715-66.0% | $158,950-67.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.82% | 348.24%-331.4pp | 276.66%-259.8pp | 302.91%-286.1pp |
| Employer contribution / active EE | $2,116 | $5,103-58.5% | $4,645-54.4% | $4,762-55.6% |
| Participant deferral / active EE | $6,815 | $7,182-5.1% | $6,842-0.4% | $5,983+13.9% |
| Admin fee / account holder | $1,451 | $10,808-86.6% | $9,310-84.4% | $11,248-87.1% |