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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 | $33,155 | $165,399-80.0% | $149,745-77.9% | $158,982-79.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.85% | 348.34%-336.5pp | 276.72%-264.9pp | 302.99%-291.1pp |
| Employer contribution / active EE | $3,430 | $5,105-32.8% | $4,646-26.2% | $4,763-28.0% |
| Participant deferral / active EE | $4,640 | $7,183-35.4% | $6,843-32.2% | $5,983-22.4% |
| Admin fee / account holder | $394 | $10,811-96.4% | $9,312-95.8% | $11,252-96.5% |