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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 | $92,449 | $165,381-44.1% | $149,730-38.3% | $158,966-41.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.83% | 348.29%-335.5pp | 276.70%-263.9pp | 302.95%-290.1pp |
| Employer contribution / active EE | $2,552 | $5,104-50.0% | $4,645-45.1% | $4,762-46.4% |
| Participant deferral / active EE | $4,041 | $7,182-43.7% | $6,843-40.9% | $5,983-32.5% |
| Admin fee / account holder | $5,169 | $10,809-52.2% | $9,310-44.5% | $11,250-54.0% |