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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 | $54,515 | $165,381-67.0% | $149,730-63.6% | $158,966-65.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.27% | 348.29%-326.0pp | 276.70%-254.4pp | 302.95%-280.7pp |
| Employer contribution / active EE | $3,570 | $5,104-30.0% | $4,645-23.1% | $4,762-25.0% |
| Participant deferral / active EE | $15,624 | $7,182+117.5% | $6,843+128.3% | $5,983+161.1% |
| Admin fee / account holder | $2,350 | $10,809-78.3% | $9,310-74.8% | $11,250-79.1% |