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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 | $63,132 | $165,361-61.8% | $149,715-57.8% | $158,950-60.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.46% | 348.24%-336.8pp | 276.66%-265.2pp | 302.91%-291.5pp |
| Employer contribution / active EE | $3,033 | $5,103-40.6% | $4,645-34.7% | $4,762-36.3% |
| Participant deferral / active EE | $2,532 | $7,182-64.7% | $6,842-63.0% | $5,983-57.7% |
| Admin fee / account holder | $6,554 | $10,808-39.4% | $9,310-29.6% | $11,248-41.7% |