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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 | $58,468 | $196,972-70.3% | $182,262-67.9% | $198,609-70.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.03% | 158.27%-138.2pp | 140.60%-120.6pp | 202.70%-182.7pp |
| Employer contribution / active EE | $1,990 | $5,364-62.9% | $5,046-60.6% | $5,055-60.6% |
| Participant deferral / active EE | $10,063 | $8,643+16.4% | $8,276+21.6% | $6,977+44.2% |
| Admin fee / account holder | $1,127 | $18,429-93.9% | $16,712-93.3% | $19,030-94.1% |