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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 | $47,341 | $165,399-71.4% | $149,745-68.4% | $158,982-70.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.16% | 348.34%-331.2pp | 276.72%-259.6pp | 302.99%-285.8pp |
| Employer contribution / active EE | $3,072 | $5,105-39.8% | $4,646-33.9% | $4,763-35.5% |
| Participant deferral / active EE | $5,799 | $7,183-19.3% | $6,843-15.3% | $5,983-3.1% |
| Admin fee / account holder | $446 | $10,811-95.9% | $9,312-95.2% | $11,252-96.0% |