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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 | $67,203 | $165,361-59.4% | $149,715-55.1% | $158,950-57.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.87% | 348.24%-333.4pp | 276.66%-261.8pp | 302.91%-288.0pp |
| Employer contribution / active EE | $1,717 | $5,103-66.4% | $4,645-63.0% | $4,762-63.9% |
| Participant deferral / active EE | $7,431 | $7,182+3.5% | $6,842+8.6% | $5,983+24.2% |
| Admin fee / account holder | $319 | $10,808-97.0% | $9,310-96.6% | $11,248-97.2% |