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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 | $54,530 | $165,399-67.0% | $149,745-63.6% | $158,982-65.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.04% | 348.34%-337.3pp | 276.72%-265.7pp | 302.99%-292.0pp |
| Employer contribution / active EE | $2,453 | $5,105-51.9% | $4,646-47.2% | $4,763-48.5% |
| Participant deferral / active EE | $11,913 | $7,183+65.9% | $6,843+74.1% | $5,983+99.1% |
| Admin fee / account holder | $16,721 | $10,811+54.7% | $9,312+79.6% | $11,252+48.6% |