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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 | $67,507 | $165,399-59.2% | $149,745-54.9% | $158,982-57.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.78% | 348.34%-328.6pp | 276.72%-256.9pp | 302.99%-283.2pp |
| Employer contribution / active EE | $2,279 | $5,105-55.4% | $4,646-50.9% | $4,763-52.2% |
| Participant deferral / active EE | $6,144 | $7,183-14.5% | $6,843-10.2% | $5,983+2.7% |
| Admin fee / account holder | $612 | $10,811-94.3% | $9,312-93.4% | $11,252-94.6% |