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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 | $46,741 | $165,399-71.7% | $149,745-68.8% | $158,982-70.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.98% | 348.34%-330.4pp | 276.72%-258.7pp | 302.99%-285.0pp |
| Employer contribution / active EE | $7,435 | $5,105+45.7% | $4,646+60.0% | $4,763+56.1% |
| Participant deferral / active EE | $5,624 | $7,183-21.7% | $6,843-17.8% | $5,983-6.0% |
| Admin fee / account holder | $3,440 | $10,811-68.2% | $9,312-63.1% | $11,252-69.4% |