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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 | $47,198 | $165,399-71.5% | $149,745-68.5% | $158,982-70.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.55% | 348.34%-336.8pp | 276.72%-265.2pp | 302.99%-291.4pp |
| Employer contribution / active EE | $2,950 | $5,105-42.2% | $4,646-36.5% | $4,763-38.1% |
| Participant deferral / active EE | $5,200 | $7,183-27.6% | $6,843-24.0% | $5,983-13.1% |
| Admin fee / account holder | $1,754 | $10,811-83.8% | $9,312-81.2% | $11,252-84.4% |