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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 | $83,075 | $201,370-58.7% | $184,256-54.9% | $145,897-43.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.46% | 29.05%-10.6pp | 28.85%-10.4pp | 552.29%-533.8pp |
| Employer contribution / active EE | $2,778 | $7,024-60.5% | $6,427-56.8% | $4,663-40.4% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,083 | $16,364-87.3% | $13,899-85.0% | $13,390-84.4% |