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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 | $28,732 | $165,381-82.6% | $149,730-80.8% | $158,966-81.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 29.38% | 348.29%-318.9pp | 276.70%-247.3pp | 302.95%-273.6pp |
| Employer contribution / active EE | $3,558 | $5,104-30.3% | $4,645-23.4% | $4,762-25.3% |
| Participant deferral / active EE | $6,093 | $7,182-15.2% | $6,843-11.0% | $5,983+1.8% |
| Admin fee / account holder | $931 | $10,809-91.4% | $9,310-90.0% | $11,250-91.7% |