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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 | $51,228 | $165,399-69.0% | $149,745-65.8% | $158,982-67.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.02% | 348.34%-327.3pp | 276.72%-255.7pp | 302.99%-282.0pp |
| Employer contribution / active EE | $5,648 | $5,105+10.6% | $4,646+21.6% | $4,763+18.6% |
| Participant deferral / active EE | $5,515 | $7,183-23.2% | $6,843-19.4% | $5,983-7.8% |
| Admin fee / account holder | $6,425 | $10,811-40.6% | $9,312-31.0% | $11,252-42.9% |