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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 | $61,205 | $165,361-63.0% | $149,715-59.1% | $158,950-61.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.87% | 348.24%-334.4pp | 276.66%-262.8pp | 302.91%-289.0pp |
| Employer contribution / active EE | $8,358 | $5,103+63.8% | $4,645+80.0% | $4,762+75.5% |
| Participant deferral / active EE | $5,785 | $7,182-19.4% | $6,842-15.4% | $5,983-3.3% |
| Admin fee / account holder | $3,070 | $10,808-71.6% | $9,310-67.0% | $11,248-72.7% |