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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 | $52,682 | $165,381-68.1% | $149,730-64.8% | $158,966-66.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.67% | 348.29%-338.6pp | 276.70%-267.0pp | 302.95%-293.3pp |
| Employer contribution / active EE | $1,860 | $5,104-63.6% | $4,645-60.0% | $4,762-60.9% |
| Participant deferral / active EE | $7,162 | $7,182-0.3% | $6,843+4.7% | $5,983+19.7% |
| Admin fee / account holder | $1,048 | $10,809-90.3% | $9,310-88.7% | $11,250-90.7% |