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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 | $59,802 | $185,883-67.8% | $170,043-64.8% | $139,466-57.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.77% | 60.54%-44.8pp | 53.40%-37.6pp | 373.66%-357.9pp |
| Employer contribution / active EE | $3,169 | $7,596-58.3% | $6,790-53.3% | $4,754-33.3% |
| Participant deferral / active EE | $8,271 | $11,626-28.9% | $10,410-20.6% | $6,712+23.2% |
| Admin fee / account holder | $5,110 | $15,393-66.8% | $12,824-60.2% | $11,409-55.2% |