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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 | $39,805 | $165,361-75.9% | $149,715-73.4% | $158,950-75.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.23% | 348.24%-323.0pp | 276.66%-251.4pp | 302.91%-277.7pp |
| Employer contribution / active EE | $2,695 | $5,103-47.2% | $4,645-42.0% | $4,762-43.4% |
| Participant deferral / active EE | $7,046 | $7,182-1.9% | $6,842+3.0% | $5,983+17.8% |
| Admin fee / account holder | $320 | $10,808-97.0% | $9,310-96.6% | $11,248-97.2% |