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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 | $27,145 | $165,381-83.6% | $149,730-81.9% | $158,966-82.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.56% | 348.29%-330.7pp | 276.70%-259.1pp | 302.95%-285.4pp |
| Employer contribution / active EE | $2,834 | $5,104-44.5% | $4,645-39.0% | $4,762-40.5% |
| Participant deferral / active EE | $5,056 | $7,182-29.6% | $6,843-26.1% | $5,983-15.5% |
| Admin fee / account holder | $866 | $10,809-92.0% | $9,310-90.7% | $11,250-92.3% |