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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 | $29,950 | $165,381-81.9% | $149,730-80.0% | $158,966-81.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.84% | 348.29%-328.5pp | 276.70%-256.9pp | 302.95%-283.1pp |
| Employer contribution / active EE | $3,366 | $5,104-34.1% | $4,645-27.5% | $4,762-29.3% |
| Participant deferral / active EE | $6,654 | $7,182-7.3% | $6,843-2.8% | $5,983+11.2% |
| Admin fee / account holder | $1,741 | $10,809-83.9% | $9,310-81.3% | $11,250-84.5% |