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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 | $76,526 | $129,737-41.0% | $119,126-35.8% | $154,746-50.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 17.18% | 379.08%-361.9pp | 282.11%-264.9pp | 172.34%-155.2pp |
| Employer contribution / active EE | $2,980 | $4,375-31.9% | $4,034-26.1% | $4,379-31.9% |
| Participant deferral / active EE | $7,958 | $5,842+36.2% | $5,318+49.7% | $6,730+18.2% |
| Admin fee / account holder | $354 | $11,961-97.0% | $10,693-96.7% | $14,365-97.5% |