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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 | $57,369 | $165,361-65.3% | $149,715-61.7% | $158,950-63.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.04% | 348.24%-335.2pp | 276.66%-263.6pp | 302.91%-289.9pp |
| Employer contribution / active EE | $2,078 | $5,103-59.3% | $4,645-55.3% | $4,762-56.4% |
| Participant deferral / active EE | $7,354 | $7,182+2.4% | $6,842+7.5% | $5,983+22.9% |
| Admin fee / account holder | $9,923 | $10,808-8.2% | $9,310+6.6% | $11,248-11.8% |