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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 | $33,255 | $165,399-79.9% | $149,745-77.8% | $158,982-79.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.98% | 348.34%-325.4pp | 276.72%-253.7pp | 302.99%-280.0pp |
| Employer contribution / active EE | $3,959 | $5,105-22.4% | $4,646-14.8% | $4,763-16.9% |
| Participant deferral / active EE | $8,251 | $7,183+14.9% | $6,843+20.6% | $5,983+37.9% |
| Admin fee / account holder | $1,785 | $10,811-83.5% | $9,312-80.8% | $11,252-84.1% |