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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 | $46,756 | $165,399-71.7% | $149,745-68.8% | $158,982-70.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.27% | 348.34%-336.1pp | 276.72%-264.4pp | 302.99%-290.7pp |
| Employer contribution / active EE | $1,094 | $5,105-78.6% | $4,646-76.5% | $4,763-77.0% |
| Participant deferral / active EE | $10,142 | $7,183+41.2% | $6,843+48.2% | $5,983+69.5% |
| Admin fee / account holder | $540 | $10,811-95.0% | $9,312-94.2% | $11,252-95.2% |