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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 | $35,450 | $165,381-78.6% | $149,730-76.3% | $158,966-77.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.00% | 348.29%-331.3pp | 276.70%-259.7pp | 302.95%-286.0pp |
| Employer contribution / active EE | $1,595 | $5,104-68.8% | $4,645-65.7% | $4,762-66.5% |
| Participant deferral / active EE | $3,552 | $7,182-50.5% | $6,843-48.1% | $5,983-40.6% |
| Admin fee / account holder | $420 | $10,809-96.1% | $9,310-95.5% | $11,250-96.3% |