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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 | $57,057 | $165,361-65.5% | $149,715-61.9% | $158,950-64.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.79% | 348.24%-330.4pp | 276.66%-258.9pp | 302.91%-285.1pp |
| Employer contribution / active EE | $2,635 | $5,103-48.4% | $4,645-43.3% | $4,762-44.7% |
| Participant deferral / active EE | $7,812 | $7,182+8.8% | $6,842+14.2% | $5,983+30.6% |
| Admin fee / account holder | $508 | $10,808-95.3% | $9,310-94.5% | $11,248-95.5% |