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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 | $51,844 | $142,354-63.6% | $125,529-58.7% | $155,188-66.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 13.56% | 306.06%-292.5pp | 202.56%-189.0pp | 148.84%-135.3pp |
| Employer contribution / active EE | $3,094 | $3,501-11.6% | $3,058+1.2% | $4,248-27.2% |
| Participant deferral / active EE | $6,045 | $5,491+10.1% | $4,813+25.6% | $6,531-7.4% |
| Admin fee / account holder | $756 | $19,392-96.1% | $16,298-95.4% | $14,480-94.8% |