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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 | $79,708 | $165,361-51.8% | $149,715-46.8% | $158,950-49.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.18% | 348.24%-326.1pp | 276.66%-254.5pp | 302.91%-280.7pp |
| Employer contribution / active EE | $4,291 | $5,103-15.9% | $4,645-7.6% | $4,762-9.9% |
| Participant deferral / active EE | $6,683 | $7,182-6.9% | $6,842-2.3% | $5,983+11.7% |
| Admin fee / account holder | $1,495 | $10,808-86.2% | $9,310-83.9% | $11,248-86.7% |