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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 | $35,445 | $165,381-78.6% | $149,730-76.3% | $158,966-77.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.10% | 348.29%-329.2pp | 276.70%-257.6pp | 302.95%-283.8pp |
| Employer contribution / active EE | $2,841 | $5,104-44.3% | $4,645-38.8% | $4,762-40.4% |
| Participant deferral / active EE | $5,519 | $7,182-23.2% | $6,843-19.3% | $5,983-7.8% |
| Admin fee / account holder | $2,038 | $10,809-81.1% | $9,310-78.1% | $11,250-81.9% |