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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 | $116,528 | $165,361-29.5% | $149,715-22.2% | $158,950-26.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.81% | 348.24%-337.4pp | 276.66%-265.8pp | 302.91%-292.1pp |
| Employer contribution / active EE | $1,897 | $5,103-62.8% | $4,645-59.2% | $4,762-60.2% |
| Participant deferral / active EE | $3,591 | $7,182-50.0% | $6,842-47.5% | $5,983-40.0% |
| Admin fee / account holder | $543 | $10,808-95.0% | $9,310-94.2% | $11,248-95.2% |