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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 | $69,373 | $165,381-58.1% | $149,730-53.7% | $158,966-56.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.68% | 348.29%-332.6pp | 276.70%-261.0pp | 302.95%-287.3pp |
| Employer contribution / active EE | $2,348 | $5,104-54.0% | $4,645-49.5% | $4,762-50.7% |
| Participant deferral / active EE | $4,721 | $7,182-34.3% | $6,843-31.0% | $5,983-21.1% |
| Admin fee / account holder | $306 | $10,809-97.2% | $9,310-96.7% | $11,250-97.3% |