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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 | $96,140 | $165,361-41.9% | $149,715-35.8% | $158,950-39.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.59% | 348.24%-334.6pp | 276.66%-263.1pp | 302.91%-289.3pp |
| Employer contribution / active EE | $2,516 | $5,103-50.7% | $4,645-45.8% | $4,762-47.2% |
| Participant deferral / active EE | $6,950 | $7,182-3.2% | $6,842+1.6% | $5,983+16.2% |
| Admin fee / account holder | $23,266 | $10,808+115.3% | $9,310+149.9% | $11,248+106.8% |