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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 | $88,632 | $165,399-46.4% | $149,745-40.8% | $158,982-44.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.23% | 348.34%-318.1pp | 276.72%-246.5pp | 302.99%-272.8pp |
| Employer contribution / active EE | $10,286 | $5,105+101.5% | $4,646+121.4% | $4,763+116.0% |
| Participant deferral / active EE | $7,387 | $7,183+2.8% | $6,843+7.9% | $5,983+23.5% |
| Admin fee / account holder | $352 | $10,811-96.7% | $9,312-96.2% | $11,252-96.9% |