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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 | $57,613 | $165,381-65.2% | $149,730-61.5% | $158,966-63.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.01% | 348.29%-331.3pp | 276.70%-259.7pp | 302.95%-285.9pp |
| Employer contribution / active EE | $2,882 | $5,104-43.5% | $4,645-38.0% | $4,762-39.5% |
| Participant deferral / active EE | $13,644 | $7,182+90.0% | $6,843+99.4% | $5,983+128.0% |
| Admin fee / account holder | $605 | $10,809-94.4% | $9,310-93.5% | $11,250-94.6% |