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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 | $49,649 | $165,381-70.0% | $149,730-66.8% | $158,966-68.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.92% | 348.29%-332.4pp | 276.70%-260.8pp | 302.95%-287.0pp |
| Employer contribution / active EE | $3,039 | $5,104-40.5% | $4,645-34.6% | $4,762-36.2% |
| Participant deferral / active EE | $8,478 | $7,182+18.0% | $6,843+23.9% | $5,983+41.7% |
| Admin fee / account holder | $1,450 | $10,809-86.6% | $9,310-84.4% | $11,250-87.1% |