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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 | $51,318 | $165,381-69.0% | $149,730-65.7% | $158,966-67.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.24% | 348.29%-339.0pp | 276.70%-267.5pp | 302.95%-293.7pp |
| Employer contribution / active EE | $4,041 | $5,104-20.8% | $4,645-13.0% | $4,762-15.2% |
| Participant deferral / active EE | $15,952 | $7,182+122.1% | $6,843+133.1% | $5,983+166.6% |
| Admin fee / account holder | $4,338 | $10,809-59.9% | $9,310-53.4% | $11,250-61.4% |