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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 | $56,101 | $165,381-66.1% | $149,730-62.5% | $158,966-64.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.94% | 348.29%-335.3pp | 276.70%-263.8pp | 302.95%-290.0pp |
| Employer contribution / active EE | $5,373 | $5,104+5.3% | $4,645+15.7% | $4,762+12.8% |
| Participant deferral / active EE | $6,790 | $7,182-5.5% | $6,843-0.8% | $5,983+13.5% |
| Admin fee / account holder | $8,913 | $10,809-17.5% | $9,310-4.3% | $11,250-20.8% |