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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 | $48,660 | $165,399-70.6% | $149,745-67.5% | $158,982-69.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.80% | 348.34%-335.5pp | 276.72%-263.9pp | 302.99%-290.2pp |
| Employer contribution / active EE | $2,411 | $5,105-52.8% | $4,646-48.1% | $4,763-49.4% |
| Participant deferral / active EE | $4,813 | $7,183-33.0% | $6,843-29.7% | $5,983-19.6% |
| Admin fee / account holder | $14,452 | $10,811+33.7% | $9,312+55.2% | $11,252+28.4% |