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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 | $48,039 | $165,351-70.9% | $149,710-67.9% | $158,931-69.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.32% | 348.19%-333.9pp | 276.63%-262.3pp | 302.86%-288.5pp |
| Employer contribution / active EE | $1,211 | $5,103-76.3% | $4,645-73.9% | $4,761-74.6% |
| Participant deferral / active EE | $17,753 | $7,181+147.2% | $6,842+159.5% | $5,982+196.8% |
| Admin fee / account holder | $856 | $10,807-92.1% | $9,309-90.8% | $11,247-92.4% |