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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 | $82,955 | $165,381-49.8% | $149,730-44.6% | $158,966-47.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.32% | 348.29%-328.0pp | 276.70%-256.4pp | 302.95%-282.6pp |
| Employer contribution / active EE | $4,992 | $5,104-2.2% | $4,645+7.5% | $4,762+4.8% |
| Participant deferral / active EE | $5,545 | $7,182-22.8% | $6,843-19.0% | $5,983-7.3% |
| Admin fee / account holder | $34,132 | $10,809+215.8% | $9,310+266.6% | $11,250+203.4% |