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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 | $86,545 | $185,883-53.4% | $170,043-49.1% | $139,466-37.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.13% | 60.54%-46.4pp | 53.40%-39.3pp | 373.66%-359.5pp |
| Employer contribution / active EE | $2,347 | $7,596-69.1% | $6,790-65.4% | $4,754-50.6% |
| Participant deferral / active EE | $3,771 | $11,626-67.6% | $10,410-63.8% | $6,712-43.8% |
| Admin fee / account holder | $3,639 | $15,393-76.4% | $12,824-71.6% | $11,409-68.1% |