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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 | $54,535 | $129,737-58.0% | $119,126-54.2% | $154,746-64.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 10.50% | 379.08%-368.6pp | 282.11%-271.6pp | 172.34%-161.8pp |
| Employer contribution / active EE | $4,475 | $4,375+2.3% | $4,034+10.9% | $4,379+2.2% |
| Participant deferral / active EE | $4,429 | $5,842-24.2% | $5,318-16.7% | $6,730-34.2% |
| Admin fee / account holder | $1,074 | $11,961-91.0% | $10,693-90.0% | $14,365-92.5% |