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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 | $69,884 | $185,883-62.4% | $170,043-58.9% | $139,466-49.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.85% | 60.54%-38.7pp | 53.40%-31.6pp | 373.66%-351.8pp |
| Employer contribution / active EE | $2,537 | $7,596-66.6% | $6,790-62.6% | $4,754-46.6% |
| Participant deferral / active EE | $9,884 | $11,626-15.0% | $10,410-5.1% | $6,712+47.3% |
| Admin fee / account holder | $799 | $15,393-94.8% | $12,824-93.8% | $11,409-93.0% |