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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 | $35,408 | $165,399-78.6% | $149,745-76.4% | $158,982-77.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.02% | 348.34%-318.3pp | 276.72%-246.7pp | 302.99%-273.0pp |
| Employer contribution / active EE | $2,026 | $5,105-60.3% | $4,646-56.4% | $4,763-57.5% |
| Participant deferral / active EE | $2,382 | $7,183-66.8% | $6,843-65.2% | $5,983-60.2% |
| Admin fee / account holder | $355 | $10,811-96.7% | $9,312-96.2% | $11,252-96.8% |