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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 | $27,008 | $165,399-83.7% | $149,745-82.0% | $158,982-83.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.02% | 348.34%-338.3pp | 276.72%-266.7pp | 302.99%-293.0pp |
| Employer contribution / active EE | $3,465 | $5,105-32.1% | $4,646-25.4% | $4,763-27.2% |
| Participant deferral / active EE | $12,872 | $7,183+79.2% | $6,843+88.1% | $5,983+115.1% |
| Admin fee / account holder | $13,144 | $10,811+21.6% | $9,312+41.2% | $11,252+16.8% |