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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 | $40,260 | $165,361-75.7% | $149,715-73.1% | $158,950-74.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.31% | 348.24%-330.9pp | 276.66%-259.4pp | 302.91%-285.6pp |
| Employer contribution / active EE | $2,252 | $5,103-55.9% | $4,645-51.5% | $4,762-52.7% |
| Participant deferral / active EE | $5,775 | $7,182-19.6% | $6,842-15.6% | $5,983-3.5% |
| Admin fee / account holder | $1,455 | $10,808-86.5% | $9,310-84.4% | $11,248-87.1% |