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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 | $25,337 | $165,399-84.7% | $149,745-83.1% | $158,982-84.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.60% | 348.34%-332.7pp | 276.72%-261.1pp | 302.99%-287.4pp |
| Employer contribution / active EE | $4,788 | $5,105-6.2% | $4,646+3.1% | $4,763+0.5% |
| Participant deferral / active EE | $11,016 | $7,183+53.4% | $6,843+61.0% | $5,983+84.1% |
| Admin fee / account holder | $5,952 | $10,811-44.9% | $9,312-36.1% | $11,252-47.1% |