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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 | $60,493 | $165,381-63.4% | $149,730-59.6% | $158,966-61.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.25% | 348.29%-329.0pp | 276.70%-257.5pp | 302.95%-283.7pp |
| Employer contribution / active EE | $5,708 | $5,104+11.8% | $4,645+22.9% | $4,762+19.8% |
| Participant deferral / active EE | $5,167 | $7,182-28.1% | $6,843-24.5% | $5,983-13.6% |
| Admin fee / account holder | $353 | $10,809-96.7% | $9,310-96.2% | $11,250-96.9% |