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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 | $81,248 | $196,972-58.8% | $182,262-55.4% | $198,609-59.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 19.56% | 158.27%-138.7pp | 140.60%-121.0pp | 202.70%-183.1pp |
| Employer contribution / active EE | $2,252 | $5,364-58.0% | $5,046-55.4% | $5,055-55.5% |
| Participant deferral / active EE | $10,171 | $8,643+17.7% | $8,276+22.9% | $6,977+45.8% |
| Admin fee / account holder | $2,025 | $18,429-89.0% | $16,712-87.9% | $19,030-89.4% |