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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 | $40,594 | $165,381-75.5% | $149,730-72.9% | $158,966-74.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 222.70% | 348.29%-125.6pp | 276.70%-54.0pp | 302.95%-80.2pp |
| Employer contribution / active EE | $2,642 | $5,104-48.2% | $4,645-43.1% | $4,762-44.5% |
| Participant deferral / active EE | $8,418 | $7,182+17.2% | $6,843+23.0% | $5,983+40.7% |
| Admin fee / account holder | $393 | $10,809-96.4% | $9,310-95.8% | $11,250-96.5% |