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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 | $81,842 | $165,381-50.5% | $149,730-45.3% | $158,966-48.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.64% | 348.29%-333.7pp | 276.70%-262.1pp | 302.95%-288.3pp |
| Employer contribution / active EE | $3,117 | $5,104-38.9% | $4,645-32.9% | $4,762-34.5% |
| Participant deferral / active EE | $7,500 | $7,182+4.4% | $6,843+9.6% | $5,983+25.4% |
| Admin fee / account holder | $588 | $10,809-94.6% | $9,310-93.7% | $11,250-94.8% |