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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 | $87,327 | $165,399-47.2% | $149,745-41.7% | $158,982-45.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.22% | 348.34%-329.1pp | 276.72%-257.5pp | 302.99%-283.8pp |
| Employer contribution / active EE | $2,982 | $5,105-41.6% | $4,646-35.8% | $4,763-37.4% |
| Participant deferral / active EE | $14,059 | $7,183+95.7% | $6,843+105.4% | $5,983+135.0% |
| Admin fee / account holder | $5,827 | $10,811-46.1% | $9,312-37.4% | $11,252-48.2% |