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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 | $55,917 | $165,399-66.2% | $149,745-62.7% | $158,982-64.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.06% | 348.34%-327.3pp | 276.72%-255.7pp | 302.99%-281.9pp |
| Employer contribution / active EE | $4,544 | $5,105-11.0% | $4,646-2.2% | $4,763-4.6% |
| Participant deferral / active EE | $12,496 | $7,183+74.0% | $6,843+82.6% | $5,983+108.8% |
| Admin fee / account holder | $11,456 | $10,811+6.0% | $9,312+23.0% | $11,252+1.8% |