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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 | $73,041 | $165,361-55.8% | $149,715-51.2% | $158,950-54.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.14% | 348.24%-333.1pp | 276.66%-261.5pp | 302.91%-287.8pp |
| Employer contribution / active EE | $1,989 | $5,103-61.0% | $4,645-57.2% | $4,762-58.2% |
| Participant deferral / active EE | $5,907 | $7,182-17.8% | $6,842-13.7% | $5,983-1.3% |
| Admin fee / account holder | $2,412 | $10,808-77.7% | $9,310-74.1% | $11,248-78.6% |