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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 | $23,858 | $165,399-85.6% | $149,745-84.1% | $158,982-85.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.20% | 348.34%-326.1pp | 276.72%-254.5pp | 302.99%-280.8pp |
| Employer contribution / active EE | $4,062 | $5,105-20.4% | $4,646-12.6% | $4,763-14.7% |
| Participant deferral / active EE | $7,945 | $7,183+10.6% | $6,843+16.1% | $5,983+32.8% |
| Admin fee / account holder | $3,191 | $10,811-70.5% | $9,312-65.7% | $11,252-71.6% |