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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 | $40,373 | $165,381-75.6% | $149,730-73.0% | $158,966-74.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.18% | 348.29%-334.1pp | 276.70%-262.5pp | 302.95%-288.8pp |
| Employer contribution / active EE | $1,224 | $5,104-76.0% | $4,645-73.7% | $4,762-74.3% |
| Participant deferral / active EE | $5,873 | $7,182-18.2% | $6,843-14.2% | $5,983-1.8% |
| Admin fee / account holder | $636 | $10,809-94.1% | $9,310-93.2% | $11,250-94.3% |