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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 | $40,362 | $165,399-75.6% | $149,745-73.0% | $158,982-74.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.60% | 348.34%-332.7pp | 276.72%-261.1pp | 302.99%-287.4pp |
| Employer contribution / active EE | $2,138 | $5,105-58.1% | $4,646-54.0% | $4,763-55.1% |
| Participant deferral / active EE | $5,039 | $7,183-29.8% | $6,843-26.4% | $5,983-15.8% |
| Admin fee / account holder | $851 | $10,811-92.1% | $9,312-90.9% | $11,252-92.4% |