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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 | $53,134 | $165,381-67.9% | $149,730-64.5% | $158,966-66.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.90% | 348.29%-330.4pp | 276.70%-258.8pp | 302.95%-285.0pp |
| Employer contribution / active EE | $2,791 | $5,104-45.3% | $4,645-39.9% | $4,762-41.4% |
| Participant deferral / active EE | $4,027 | $7,182-43.9% | $6,843-41.2% | $5,983-32.7% |
| Admin fee / account holder | $5,508 | $10,809-49.0% | $9,310-40.8% | $11,250-51.0% |