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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 | $71,467 | $165,399-56.8% | $149,745-52.3% | $158,982-55.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.18% | 348.34%-337.2pp | 276.72%-265.5pp | 302.99%-291.8pp |
| Employer contribution / active EE | $4,589 | $5,105-10.1% | $4,646-1.2% | $4,763-3.6% |
| Participant deferral / active EE | $5,888 | $7,183-18.0% | $6,843-14.0% | $5,983-1.6% |
| Admin fee / account holder | $1,920 | $10,811-82.2% | $9,312-79.4% | $11,252-82.9% |