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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 | $72,717 | $201,372-63.9% | $184,260-60.5% | $145,884-50.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.39% | 29.04%-11.7pp | 28.84%-11.5pp | 551.85%-534.5pp |
| Employer contribution / active EE | $5,540 | $7,024-21.1% | $6,427-13.8% | $4,662+18.8% |
| Participant deferral / active EE | $15,692 | $9,808+60.0% | $9,133+71.8% | $6,690+134.6% |
| Admin fee / account holder | $9,603 | $16,362-41.3% | $13,898-30.9% | $13,392-28.3% |