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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 | $89,808 | $165,381-45.7% | $149,730-40.0% | $158,966-43.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.14% | 348.29%-320.2pp | 276.70%-248.6pp | 302.95%-274.8pp |
| Employer contribution / active EE | $4,040 | $5,104-20.9% | $4,645-13.0% | $4,762-15.2% |
| Participant deferral / active EE | $11,012 | $7,182+53.3% | $6,843+60.9% | $5,983+84.1% |
| Admin fee / account holder | $425 | $10,809-96.1% | $9,310-95.4% | $11,250-96.2% |