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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 | $165,361-63.8% | $149,715-60.0% | $158,950-62.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.20% | 348.24%-329.0pp | 276.66%-257.5pp | 302.91%-283.7pp |
| Employer contribution / active EE | $5,582 | $5,103+9.4% | $4,645+20.2% | $4,762+17.2% |
| Participant deferral / active EE | $12,886 | $7,182+79.4% | $6,842+88.3% | $5,983+115.4% |
| Admin fee / account holder | $4,101 | $10,808-62.1% | $9,310-56.0% | $11,248-63.5% |