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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 | $84,175 | $165,399-49.1% | $149,745-43.8% | $158,982-47.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.69% | 348.34%-334.6pp | 276.72%-263.0pp | 302.99%-289.3pp |
| Employer contribution / active EE | $2,665 | $5,105-47.8% | $4,646-42.6% | $4,763-44.0% |
| Participant deferral / active EE | $2,663 | $7,183-62.9% | $6,843-61.1% | $5,983-55.5% |
| Admin fee / account holder | $371 | $10,811-96.6% | $9,312-96.0% | $11,252-96.7% |