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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 | $58,441 | $210,698-72.3% | $178,014-67.2% | $145,959-60.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.69% | 386.27%-376.6pp | 294.80%-285.1pp | 561.95%-552.3pp |
| Employer contribution / active EE | $2,215 | $4,567-51.5% | $3,950-43.9% | $4,661-52.5% |
| Participant deferral / active EE | $6,306 | $6,958-9.4% | $6,276+0.5% | $6,689-5.7% |
| Admin fee / account holder | $31,912 | $12,016+165.6% | $10,362+208.0% | $13,398+138.2% |