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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 | $70,356 | $196,972-64.3% | $182,262-61.4% | $198,609-64.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 19.30% | 158.27%-139.0pp | 140.60%-121.3pp | 202.70%-183.4pp |
| Employer contribution / active EE | $2,795 | $5,364-47.9% | $5,046-44.6% | $5,055-44.7% |
| Participant deferral / active EE | $13,704 | $8,643+58.6% | $8,276+65.6% | $6,977+96.4% |
| Admin fee / account holder | $890 | $18,429-95.2% | $16,712-94.7% | $19,030-95.3% |