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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 | $66,328 | $165,361-59.9% | $149,715-55.7% | $158,950-58.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.78% | 348.24%-331.5pp | 276.66%-259.9pp | 302.91%-286.1pp |
| Employer contribution / active EE | $3,217 | $5,103-37.0% | $4,645-30.7% | $4,762-32.4% |
| Participant deferral / active EE | $6,008 | $7,182-16.3% | $6,842-12.2% | $5,983+0.4% |
| Admin fee / account holder | $2,323 | $10,808-78.5% | $9,310-75.1% | $11,248-79.4% |