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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 | $43,733 | $165,399-73.6% | $149,745-70.8% | $158,982-72.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.74% | 348.34%-326.6pp | 276.72%-255.0pp | 302.99%-281.2pp |
| Employer contribution / active EE | $3,189 | $5,105-37.5% | $4,646-31.4% | $4,763-33.0% |
| Participant deferral / active EE | $7,746 | $7,183+7.8% | $6,843+13.2% | $5,983+29.5% |
| Admin fee / account holder | $1,278 | $10,811-88.2% | $9,312-86.3% | $11,252-88.6% |