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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 | $53,638 | $165,399-67.6% | $149,745-64.2% | $158,982-66.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.49% | 348.34%-323.8pp | 276.72%-252.2pp | 302.99%-278.5pp |
| Employer contribution / active EE | $4,122 | $5,105-19.3% | $4,646-11.3% | $4,763-13.5% |
| Participant deferral / active EE | $13,643 | $7,183+89.9% | $6,843+99.4% | $5,983+128.0% |
| Admin fee / account holder | $1,370 | $10,811-87.3% | $9,312-85.3% | $11,252-87.8% |