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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 | $56,715 | $201,344-71.8% | $184,243-69.2% | $145,877-61.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.56% | 29.01%-11.5pp | 28.82%-11.3pp | 551.28%-533.7pp |
| Employer contribution / active EE | $3,363 | $7,022-52.1% | $6,427-47.7% | $4,663-27.9% |
| Participant deferral / active EE | $7,463 | $9,807-23.9% | $9,132-18.3% | $6,691+11.5% |
| Admin fee / account holder | $672 | $16,382-95.9% | $13,914-95.2% | $13,402-95.0% |