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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 | $72,037 | $165,351-56.4% | $149,710-51.9% | $158,931-54.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.95% | 348.19%-334.2pp | 276.63%-262.7pp | 302.86%-288.9pp |
| Employer contribution / active EE | $2,731 | $5,103-46.5% | $4,645-41.2% | $4,761-42.6% |
| Participant deferral / active EE | $6,004 | $7,181-16.4% | $6,842-12.2% | $5,982+0.4% |
| Admin fee / account holder | $21,594 | $10,807+99.8% | $9,309+132.0% | $11,247+92.0% |