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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 | $79,482 | $202,440-60.7% | $169,390-53.1% | $139,466-43.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 18.10% | 532.36%-514.3pp | 406.07%-388.0pp | 373.66%-355.6pp |
| Employer contribution / active EE | $3,868 | $4,693-17.6% | $4,013-3.6% | $4,754-18.6% |
| Participant deferral / active EE | $4,547 | $6,940-34.5% | $6,222-26.9% | $6,712-32.3% |
| Admin fee / account holder | $563 | $10,722-94.8% | $9,015-93.8% | $11,409-95.1% |