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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 | $95,088 | $165,351-42.5% | $149,710-36.5% | $158,931-40.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.37% | 348.19%-337.8pp | 276.63%-266.3pp | 302.86%-292.5pp |
| Employer contribution / active EE | $2,072 | $5,103-59.4% | $4,645-55.4% | $4,761-56.5% |
| Participant deferral / active EE | $6,262 | $7,181-12.8% | $6,842-8.5% | $5,982+4.7% |
| Admin fee / account holder | $993 | $10,807-90.8% | $9,309-89.3% | $11,247-91.2% |