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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 | $52,112 | $134,817-61.3% | $123,973-58.0% | $155,188-66.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 15.42% | 515.49%-500.1pp | 388.13%-372.7pp | 148.84%-133.4pp |
| Employer contribution / active EE | $3,188 | $4,425-28.0% | $4,126-22.7% | $4,248-24.9% |
| Participant deferral / active EE | $4,975 | $5,706-12.8% | $5,247-5.2% | $6,531-23.8% |
| Admin fee / account holder | $2,565 | $13,245-80.6% | $11,799-78.3% | $14,480-82.3% |