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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 | $53,875 | $185,905-71.0% | $170,057-68.3% | $139,487-61.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.38% | 60.56%-40.2pp | 53.42%-33.0pp | 373.84%-353.5pp |
| Employer contribution / active EE | $2,703 | $7,597-64.4% | $6,790-60.2% | $4,755-43.2% |
| Participant deferral / active EE | $4,665 | $11,627-59.9% | $10,411-55.2% | $6,713-30.5% |
| Admin fee / account holder | $1,327 | $15,397-91.4% | $12,826-89.7% | $11,407-88.4% |