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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 | $85,518 | $165,399-48.3% | $149,745-42.9% | $158,982-46.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.38% | 348.34%-327.0pp | 276.72%-255.3pp | 302.99%-281.6pp |
| Employer contribution / active EE | $4,889 | $5,105-4.2% | $4,646+5.2% | $4,763+2.7% |
| Participant deferral / active EE | $5,547 | $7,183-22.8% | $6,843-18.9% | $5,983-7.3% |
| Admin fee / account holder | $361 | $10,811-96.7% | $9,312-96.1% | $11,252-96.8% |