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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 | $86,498 | $165,399-47.7% | $149,745-42.2% | $158,982-45.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.85% | 348.34%-323.5pp | 276.72%-251.9pp | 302.99%-278.1pp |
| Employer contribution / active EE | $2,301 | $5,105-54.9% | $4,646-50.5% | $4,763-51.7% |
| Participant deferral / active EE | $11,800 | $7,183+64.3% | $6,843+72.4% | $5,983+97.2% |
| Admin fee / account holder | $832 | $10,811-92.3% | $9,312-91.1% | $11,252-92.6% |