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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 | $62,285 | $165,399-62.3% | $149,745-58.4% | $158,982-60.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.68% | 348.34%-330.7pp | 276.72%-259.0pp | 302.99%-285.3pp |
| Employer contribution / active EE | $5,816 | $5,105+13.9% | $4,646+25.2% | $4,763+22.1% |
| Participant deferral / active EE | $4,526 | $7,183-37.0% | $6,843-33.9% | $5,983-24.4% |
| Admin fee / account holder | $843 | $10,811-92.2% | $9,312-90.9% | $11,252-92.5% |