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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 | $58,360 | $157,270-62.9% | $141,173-58.7% | $152,870-61.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.91% | 64.33%-38.4pp | 71.40%-45.5pp | 345.34%-319.4pp |
| Employer contribution / active EE | $2,210 | $5,261-58.0% | $4,735-53.3% | $4,763-53.6% |
| Participant deferral / active EE | $6,139 | $7,110-13.7% | $6,710-8.5% | $5,850+4.9% |
| Admin fee / account holder | $1,302 | $12,121-89.3% | $10,262-87.3% | $11,597-88.8% |