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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 | $85,502 | $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 | 20.09% | 348.34%-328.2pp | 276.72%-256.6pp | 302.99%-282.9pp |
| Employer contribution / active EE | $3,752 | $5,105-26.5% | $4,646-19.2% | $4,763-21.2% |
| Participant deferral / active EE | $8,498 | $7,183+18.3% | $6,843+24.2% | $5,983+42.0% |
| Admin fee / account holder | $319 | $10,811-97.0% | $9,312-96.6% | $11,252-97.2% |