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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 | $42,263 | $165,361-74.4% | $149,715-71.8% | $158,950-73.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.60% | 348.24%-332.6pp | 276.66%-261.1pp | 302.91%-287.3pp |
| Employer contribution / active EE | $1,555 | $5,103-69.5% | $4,645-66.5% | $4,762-67.3% |
| Participant deferral / active EE | $9,592 | $7,182+33.6% | $6,842+40.2% | $5,983+60.3% |
| Admin fee / account holder | $3,952 | $10,808-63.4% | $9,310-57.5% | $11,248-64.9% |