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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 | $67,065 | $165,399-59.5% | $149,745-55.2% | $158,982-57.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.89% | 348.34%-334.4pp | 276.72%-262.8pp | 302.99%-289.1pp |
| Employer contribution / active EE | $2,083 | $5,105-59.2% | $4,646-55.2% | $4,763-56.3% |
| Participant deferral / active EE | $6,428 | $7,183-10.5% | $6,843-6.1% | $5,983+7.4% |
| Admin fee / account holder | $1,832 | $10,811-83.1% | $9,312-80.3% | $11,252-83.7% |