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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 | $50,183 | $165,381-69.7% | $149,730-66.5% | $158,966-68.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.22% | 348.29%-323.1pp | 276.70%-251.5pp | 302.95%-277.7pp |
| Employer contribution / active EE | $12,231 | $5,104+139.6% | $4,645+163.3% | $4,762+156.8% |
| Participant deferral / active EE | $11,134 | $7,182+55.0% | $6,843+62.7% | $5,983+86.1% |
| Admin fee / account holder | $2,853 | $10,809-73.6% | $9,310-69.4% | $11,250-74.6% |