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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 | $50,550 | $165,361-69.4% | $149,715-66.2% | $158,950-68.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.72% | 348.24%-338.5pp | 276.66%-266.9pp | 302.91%-293.2pp |
| Employer contribution / active EE | $2,922 | $5,103-42.7% | $4,645-37.1% | $4,762-38.6% |
| Participant deferral / active EE | $3,643 | $7,182-49.3% | $6,842-46.8% | $5,983-39.1% |
| Admin fee / account holder | $7,634 | $10,808-29.4% | $9,310-18.0% | $11,248-32.1% |