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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 | $63,552 | $185,883-65.8% | $170,043-62.6% | $139,466-54.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.49% | 60.54%-35.1pp | 53.40%-27.9pp | 373.66%-348.2pp |
| Employer contribution / active EE | $3,817 | $7,596-49.8% | $6,790-43.8% | $4,754-19.7% |
| Participant deferral / active EE | $8,327 | $11,626-28.4% | $10,410-20.0% | $6,712+24.1% |
| Admin fee / account holder | $4,861 | $15,393-68.4% | $12,824-62.1% | $11,409-57.4% |