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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 | $84,944 | $165,361-48.6% | $149,715-43.3% | $158,950-46.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.41% | 348.24%-334.8pp | 276.66%-263.3pp | 302.91%-289.5pp |
| Employer contribution / active EE | $2,600 | $5,103-49.1% | $4,645-44.0% | $4,762-45.4% |
| Participant deferral / active EE | $10,666 | $7,182+48.5% | $6,842+55.9% | $5,983+78.3% |
| Admin fee / account holder | $5,467 | $10,808-49.4% | $9,310-41.3% | $11,248-51.4% |