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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 | $80,902 | $165,399-51.1% | $149,745-46.0% | $158,982-49.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.91% | 348.34%-337.4pp | 276.72%-265.8pp | 302.99%-292.1pp |
| Employer contribution / active EE | $20,057 | $5,105+292.9% | $4,646+331.7% | $4,763+321.1% |
| Participant deferral / active EE | $11,713 | $7,183+63.1% | $6,843+71.2% | $5,983+95.7% |
| Admin fee / account holder | $558 | $10,811-94.8% | $9,312-94.0% | $11,252-95.0% |