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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 | $56,806 | $165,399-65.7% | $149,745-62.1% | $158,982-64.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.39% | 348.34%-332.9pp | 276.72%-261.3pp | 302.99%-287.6pp |
| Employer contribution / active EE | $3,617 | $5,105-29.1% | $4,646-22.1% | $4,763-24.1% |
| Participant deferral / active EE | $7,931 | $7,183+10.4% | $6,843+15.9% | $5,983+32.6% |
| Admin fee / account holder | $2,046 | $10,811-81.1% | $9,312-78.0% | $11,252-81.8% |