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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 | $76,049 | $165,361-54.0% | $149,715-49.2% | $158,950-52.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 10.06% | 348.24%-338.2pp | 276.66%-266.6pp | 302.91%-292.8pp |
| Employer contribution / active EE | $15,883 | $5,103+211.2% | $4,645+242.0% | $4,762+233.5% |
| Participant deferral / active EE | $7,691 | $7,182+7.1% | $6,842+12.4% | $5,983+28.6% |
| Admin fee / account holder | $22,597 | $10,808+109.1% | $9,310+142.7% | $11,248+100.9% |