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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 | $69,496 | $165,399-58.0% | $149,745-53.6% | $158,982-56.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.70% | 348.34%-323.6pp | 276.72%-252.0pp | 302.99%-278.3pp |
| Employer contribution / active EE | $3,221 | $5,105-36.9% | $4,646-30.7% | $4,763-32.4% |
| Participant deferral / active EE | $10,127 | $7,183+41.0% | $6,843+48.0% | $5,983+69.2% |
| Admin fee / account holder | $496 | $10,811-95.4% | $9,312-94.7% | $11,252-95.6% |