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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 | $37,587 | $165,399-77.3% | $149,745-74.9% | $158,982-76.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.30% | 348.34%-328.0pp | 276.72%-256.4pp | 302.99%-282.7pp |
| Employer contribution / active EE | $5,278 | $5,105+3.4% | $4,646+13.6% | $4,763+10.8% |
| Participant deferral / active EE | $6,055 | $7,183-15.7% | $6,843-11.5% | $5,983+1.2% |
| Admin fee / account holder | $1,676 | $10,811-84.5% | $9,312-82.0% | $11,252-85.1% |