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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 | $85,424 | $165,381-48.3% | $149,730-42.9% | $158,966-46.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.10% | 348.29%-333.2pp | 276.70%-261.6pp | 302.95%-287.8pp |
| Employer contribution / active EE | $2,547 | $5,104-50.1% | $4,645-45.2% | $4,762-46.5% |
| Participant deferral / active EE | $10,131 | $7,182+41.0% | $6,843+48.0% | $5,983+69.3% |
| Admin fee / account holder | $2,528 | $10,809-76.6% | $9,310-72.9% | $11,250-77.5% |