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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 | $81,235 | $183,592-55.8% | $155,567-47.8% | $145,959-44.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.34% | 61.24%-42.9pp | 64.74%-46.4pp | 561.95%-543.6pp |
| Employer contribution / active EE | $3,327 | $5,315-37.4% | $4,674-28.8% | $4,661-28.6% |
| Participant deferral / active EE | $3,693 | $6,464-42.9% | $5,628-34.4% | $6,689-44.8% |
| Admin fee / account holder | $1,644 | $19,318-91.5% | $15,916-89.7% | $13,398-87.7% |