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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 | $68,104 | $165,361-58.8% | $149,715-54.5% | $158,950-57.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.54% | 348.24%-339.7pp | 276.66%-268.1pp | 302.91%-294.4pp |
| Employer contribution / active EE | $2,580 | $5,103-49.4% | $4,645-44.4% | $4,762-45.8% |
| Participant deferral / active EE | $3,851 | $7,182-46.4% | $6,842-43.7% | $5,983-35.6% |
| Admin fee / account holder | $6,009 | $10,808-44.4% | $9,310-35.4% | $11,248-46.6% |