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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 | $57,621 | $165,399-65.2% | $149,745-61.5% | $158,982-63.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.81% | 348.34%-319.5pp | 276.72%-247.9pp | 302.99%-274.2pp |
| Employer contribution / active EE | $3,163 | $5,105-38.0% | $4,646-31.9% | $4,763-33.6% |
| Participant deferral / active EE | $12,343 | $7,183+71.8% | $6,843+80.4% | $5,983+106.3% |
| Admin fee / account holder | $1,410 | $10,811-87.0% | $9,312-84.9% | $11,252-87.5% |