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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 | $75,131 | $165,399-54.6% | $149,745-49.8% | $158,982-52.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.69% | 348.34%-332.6pp | 276.72%-261.0pp | 302.99%-287.3pp |
| Employer contribution / active EE | $11,191 | $5,105+119.2% | $4,646+140.9% | $4,763+135.0% |
| Participant deferral / active EE | $7,207 | $7,183+0.3% | $6,843+5.3% | $5,983+20.5% |
| Admin fee / account holder | $1,333 | $10,811-87.7% | $9,312-85.7% | $11,252-88.2% |