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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 | $59,499 | $185,905-68.0% | $170,057-65.0% | $139,487-57.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.44% | 60.56%-37.1pp | 53.42%-30.0pp | 373.84%-350.4pp |
| Employer contribution / active EE | $2,537 | $7,597-66.6% | $6,790-62.6% | $4,755-46.6% |
| Participant deferral / active EE | $7,881 | $11,627-32.2% | $10,411-24.3% | $6,713+17.4% |
| Admin fee / account holder | $606 | $15,397-96.1% | $12,826-95.3% | $11,407-94.7% |