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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 | $57,030 | $165,399-65.5% | $149,745-61.9% | $158,982-64.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.80% | 348.34%-324.5pp | 276.72%-252.9pp | 302.99%-279.2pp |
| Employer contribution / active EE | $7,324 | $5,105+43.5% | $4,646+57.7% | $4,763+53.8% |
| Participant deferral / active EE | $7,324 | $7,183+2.0% | $6,843+7.0% | $5,983+22.4% |
| Admin fee / account holder | $5,912 | $10,811-45.3% | $9,312-36.5% | $11,252-47.5% |