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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 | $28,471 | $202,463-85.9% | $169,397-83.2% | $139,487-79.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 15.57% | 532.64%-517.1pp | 406.23%-390.7pp | 373.84%-358.3pp |
| Employer contribution / active EE | $2,747 | $4,694-41.5% | $4,013-31.5% | $4,755-42.2% |
| Participant deferral / active EE | $6,464 | $6,941-6.9% | $6,223+3.9% | $6,713-3.7% |
| Admin fee / account holder | $324 | $10,726-97.0% | $9,017-96.4% | $11,407-97.2% |