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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 | $79,913 | $165,399-51.7% | $149,745-46.6% | $158,982-49.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.60% | 348.34%-331.7pp | 276.72%-260.1pp | 302.99%-286.4pp |
| Employer contribution / active EE | $4,993 | $5,105-2.2% | $4,646+7.5% | $4,763+4.8% |
| Participant deferral / active EE | $6,670 | $7,183-7.1% | $6,843-2.5% | $5,983+11.5% |
| Admin fee / account holder | $7,981 | $10,811-26.2% | $9,312-14.3% | $11,252-29.1% |