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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 | $83,456 | $165,399-49.5% | $149,745-44.3% | $158,982-47.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.60% | 348.34%-329.7pp | 276.72%-258.1pp | 302.99%-284.4pp |
| Employer contribution / active EE | $3,522 | $5,105-31.0% | $4,646-24.2% | $4,763-26.1% |
| Participant deferral / active EE | $5,095 | $7,183-29.1% | $6,843-25.5% | $5,983-14.8% |
| Admin fee / account holder | $476 | $10,811-95.6% | $9,312-94.9% | $11,252-95.8% |