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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 | $51,158 | $228,395-77.6% | $185,861-72.5% | $158,982-67.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 6.81% | 40.82%-34.0pp | 35.96%-29.2pp | 302.99%-296.2pp |
| Employer contribution / active EE | $2,653 | $4,968-46.6% | $4,088-35.1% | $4,763-44.3% |
| Participant deferral / active EE | $5,118 | $6,417-20.2% | $5,634-9.2% | $5,983-14.5% |
| Admin fee / account holder | $371 | $11,869-96.9% | $9,503-96.1% | $11,252-96.7% |