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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 | $62,626 | $183,516-65.9% | $155,534-59.7% | $145,884-57.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.25% | 61.43%-52.2pp | 64.92%-55.7pp | 551.85%-542.6pp |
| Employer contribution / active EE | $1,766 | $5,315-66.8% | $4,675-62.2% | $4,662-62.1% |
| Participant deferral / active EE | $2,792 | $6,467-56.8% | $5,630-50.4% | $6,690-58.3% |
| Admin fee / account holder | $7,823 | $19,293-59.5% | $15,900-50.8% | $13,392-41.6% |