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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 | $77,351 | $185,856-58.4% | $170,028-54.5% | $139,456-44.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.66% | 60.52%-39.9pp | 53.39%-32.7pp | 373.45%-352.8pp |
| Employer contribution / active EE | $5,268 | $7,593-30.6% | $6,788-22.4% | $4,753+10.8% |
| Participant deferral / active EE | $6,804 | $11,623-41.5% | $10,409-34.6% | $6,711+1.4% |
| Admin fee / account holder | $1,955 | $15,387-87.3% | $12,820-84.8% | $11,407-82.9% |