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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 | $68,250 | $165,381-58.7% | $149,730-54.4% | $158,966-57.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.95% | 348.29%-328.3pp | 276.70%-256.8pp | 302.95%-283.0pp |
| Employer contribution / active EE | $6,055 | $5,104+18.6% | $4,645+30.3% | $4,762+27.1% |
| Participant deferral / active EE | $8,608 | $7,182+19.8% | $6,843+25.8% | $5,983+43.9% |
| Admin fee / account holder | $5,502 | $10,809-49.1% | $9,310-40.9% | $11,250-51.1% |