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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 | $58,347 | $165,399-64.7% | $149,745-61.0% | $158,982-63.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.76% | 348.34%-330.6pp | 276.72%-259.0pp | 302.99%-285.2pp |
| Employer contribution / active EE | $4,413 | $5,105-13.6% | $4,646-5.0% | $4,763-7.4% |
| Participant deferral / active EE | $5,896 | $7,183-17.9% | $6,843-13.8% | $5,983-1.5% |
| Admin fee / account holder | $20,245 | $10,811+87.3% | $9,312+117.4% | $11,252+79.9% |