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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 | $79,210 | $165,399-52.1% | $149,745-47.1% | $158,982-50.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.77% | 348.34%-329.6pp | 276.72%-258.0pp | 302.99%-284.2pp |
| Employer contribution / active EE | $2,256 | $5,105-55.8% | $4,646-51.4% | $4,763-52.6% |
| Participant deferral / active EE | $6,826 | $7,183-5.0% | $6,843-0.2% | $5,983+14.1% |
| Admin fee / account holder | $2,064 | $10,811-80.9% | $9,312-77.8% | $11,252-81.7% |