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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 | $36,507 | $165,399-77.9% | $149,745-75.6% | $158,982-77.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.91% | 348.34%-329.4pp | 276.72%-257.8pp | 302.99%-284.1pp |
| Employer contribution / active EE | $2,656 | $5,105-48.0% | $4,646-42.8% | $4,763-44.2% |
| Participant deferral / active EE | $8,513 | $7,183+18.5% | $6,843+24.4% | $5,983+42.3% |
| Admin fee / account holder | $479 | $10,811-95.6% | $9,312-94.9% | $11,252-95.7% |