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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 | $63,997 | $165,399-61.3% | $149,745-57.3% | $158,982-59.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.58% | 348.34%-336.8pp | 276.72%-265.1pp | 302.99%-291.4pp |
| Employer contribution / active EE | $1,515 | $5,105-70.3% | $4,646-67.4% | $4,763-68.2% |
| Participant deferral / active EE | $4,448 | $7,183-38.1% | $6,843-35.0% | $5,983-25.7% |
| Admin fee / account holder | $2,324 | $10,811-78.5% | $9,312-75.0% | $11,252-79.3% |