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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 | $28,710 | $165,399-82.6% | $149,745-80.8% | $158,982-81.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.54% | 348.34%-328.8pp | 276.72%-257.2pp | 302.99%-283.5pp |
| Employer contribution / active EE | $1,485 | $5,105-70.9% | $4,646-68.0% | $4,763-68.8% |
| Participant deferral / active EE | $6,775 | $7,183-5.7% | $6,843-1.0% | $5,983+13.2% |
| Admin fee / account holder | $325 | $10,811-97.0% | $9,312-96.5% | $11,252-97.1% |