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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 | $165,351-59.2% | $149,710-54.9% | $158,931-57.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.78% | 348.19%-328.4pp | 276.63%-256.9pp | 302.86%-283.1pp |
| Employer contribution / active EE | $2,279 | $5,103-55.3% | $4,645-50.9% | $4,761-52.1% |
| Participant deferral / active EE | $6,144 | $7,181-14.4% | $6,842-10.2% | $5,982+2.7% |
| Admin fee / account holder | $612 | $10,807-94.3% | $9,309-93.4% | $11,247-94.6% |