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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 | $68,489 | $165,381-58.6% | $149,730-54.3% | $158,966-56.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.47% | 348.29%-337.8pp | 276.70%-266.2pp | 302.95%-292.5pp |
| Employer contribution / active EE | $4,158 | $5,104-18.5% | $4,645-10.5% | $4,762-12.7% |
| Participant deferral / active EE | $3,922 | $7,182-45.4% | $6,843-42.7% | $5,983-34.5% |
| Admin fee / account holder | $11,968 | $10,809+10.7% | $9,310+28.5% | $11,250+6.4% |