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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 | $42,888 | $165,381-74.1% | $149,730-71.4% | $158,966-73.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.24% | 348.29%-331.1pp | 276.70%-259.5pp | 302.95%-285.7pp |
| Employer contribution / active EE | $2,714 | $5,104-46.8% | $4,645-41.6% | $4,762-43.0% |
| Participant deferral / active EE | $5,163 | $7,182-28.1% | $6,843-24.5% | $5,983-13.7% |
| Admin fee / account holder | $458 | $10,809-95.8% | $9,310-95.1% | $11,250-95.9% |