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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 | $42,762 | $165,399-74.1% | $149,745-71.4% | $158,982-73.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.84% | 348.34%-326.5pp | 276.72%-254.9pp | 302.99%-281.1pp |
| Employer contribution / active EE | $4,427 | $5,105-13.3% | $4,646-4.7% | $4,763-7.0% |
| Participant deferral / active EE | $19,500 | $7,183+171.5% | $6,843+185.0% | $5,983+225.9% |
| Admin fee / account holder | $442 | $10,811-95.9% | $9,312-95.3% | $11,252-96.1% |