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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 | $30,848 | $165,381-81.3% | $149,730-79.4% | $158,966-80.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.81% | 348.29%-325.5pp | 276.70%-253.9pp | 302.95%-280.1pp |
| Employer contribution / active EE | $3,865 | $5,104-24.3% | $4,645-16.8% | $4,762-18.8% |
| Participant deferral / active EE | $8,404 | $7,182+17.0% | $6,843+22.8% | $5,983+40.5% |
| Admin fee / account holder | $2,332 | $10,809-78.4% | $9,310-75.0% | $11,250-79.3% |