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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 | $29,952 | $165,361-81.9% | $149,715-80.0% | $158,950-81.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.41% | 348.24%-325.8pp | 276.66%-254.2pp | 302.91%-280.5pp |
| Employer contribution / active EE | $4,805 | $5,103-5.9% | $4,645+3.4% | $4,762+0.9% |
| Participant deferral / active EE | $11,313 | $7,182+57.5% | $6,842+65.3% | $5,983+89.1% |
| Admin fee / account holder | $934 | $10,808-91.4% | $9,310-90.0% | $11,248-91.7% |