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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 | $57,322 | $90,530-36.7% | $76,030-24.6% | $145,897-60.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.20% | 625.08%-612.9pp | 361.54%-349.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $763 | $3,319-77.0% | $2,688-71.6% | $4,663-83.6% |
| Participant deferral / active EE | $7,555 | $5,164+46.3% | $4,257+77.5% | $6,689+12.9% |
| Admin fee / account holder | $1,688 | $8,383-79.9% | $6,421-73.7% | $13,390-87.4% |