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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 | $59,922 | $165,399-63.8% | $149,745-60.0% | $158,982-62.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.20% | 348.34%-329.1pp | 276.72%-257.5pp | 302.99%-283.8pp |
| Employer contribution / active EE | $5,582 | $5,105+9.4% | $4,646+20.2% | $4,763+17.2% |
| Participant deferral / active EE | $12,886 | $7,183+79.4% | $6,843+88.3% | $5,983+115.4% |
| Admin fee / account holder | $4,101 | $10,811-62.1% | $9,312-56.0% | $11,252-63.6% |