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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 | $28,954 | $165,399-82.5% | $149,745-80.7% | $158,982-81.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.91% | 348.34%-330.4pp | 276.72%-258.8pp | 302.99%-285.1pp |
| Employer contribution / active EE | $2,876 | $5,105-43.7% | $4,646-38.1% | $4,763-39.6% |
| Participant deferral / active EE | $5,867 | $7,183-18.3% | $6,843-14.3% | $5,983-1.9% |
| Admin fee / account holder | $4,482 | $10,811-58.5% | $9,312-51.9% | $11,252-60.2% |