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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 | $79,511 | $210,698-62.3% | $178,014-55.3% | $145,959-45.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.59% | 386.27%-370.7pp | 294.80%-279.2pp | 561.95%-546.4pp |
| Employer contribution / active EE | $3,807 | $4,567-16.7% | $3,950-3.6% | $4,661-18.3% |
| Participant deferral / active EE | $6,608 | $6,958-5.0% | $6,276+5.3% | $6,689-1.2% |
| Admin fee / account holder | $509 | $12,016-95.8% | $10,362-95.1% | $13,398-96.2% |