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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 | $57,999 | $109,372-47.0% | $89,414-35.1% | $158,966-63.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.51% | 345.55%-332.0pp | 245.50%-232.0pp | 302.95%-289.4pp |
| Employer contribution / active EE | $3,677 | $3,171+15.9% | $2,586+42.2% | $4,762-22.8% |
| Participant deferral / active EE | $7,418 | $4,598+61.3% | $3,890+90.7% | $5,983+24.0% |
| Admin fee / account holder | $3,779 | $6,156-38.6% | $4,883-22.6% | $11,250-66.4% |