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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 | $68,440 | $134,817-49.2% | $123,973-44.8% | $155,188-55.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 14.32% | 515.49%-501.2pp | 388.13%-373.8pp | 148.84%-134.5pp |
| Employer contribution / active EE | $2,822 | $4,425-36.2% | $4,126-31.6% | $4,248-33.6% |
| Participant deferral / active EE | $5,695 | $5,706-0.2% | $5,247+8.5% | $6,531-12.8% |
| Admin fee / account holder | $1,787 | $13,245-86.5% | $11,799-84.9% | $14,480-87.7% |