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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 | $71,748 | $165,399-56.6% | $149,745-52.1% | $158,982-54.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.42% | 348.34%-322.9pp | 276.72%-251.3pp | 302.99%-277.6pp |
| Employer contribution / active EE | $2,311 | $5,105-54.7% | $4,646-50.3% | $4,763-51.5% |
| Participant deferral / active EE | $26,150 | $7,183+264.1% | $6,843+282.1% | $5,983+337.0% |
| Admin fee / account holder | $3,421 | $10,811-68.4% | $9,312-63.3% | $11,252-69.6% |