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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 | $76,420 | $201,344-62.0% | $184,243-58.5% | $145,877-47.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.05% | 29.01%-14.0pp | 28.82%-13.8pp | 551.28%-536.2pp |
| Employer contribution / active EE | $3,409 | $7,022-51.5% | $6,427-47.0% | $4,663-26.9% |
| Participant deferral / active EE | $17,204 | $9,807+75.4% | $9,132+88.4% | $6,691+157.1% |
| Admin fee / account holder | $3,258 | $16,382-80.1% | $13,914-76.6% | $13,402-75.7% |