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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 | $33,755 | $165,399-79.6% | $149,745-77.5% | $158,982-78.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.56% | 348.34%-334.8pp | 276.72%-263.2pp | 302.99%-289.4pp |
| Employer contribution / active EE | $13,440 | $5,105+163.3% | $4,646+189.3% | $4,763+182.2% |
| Participant deferral / active EE | $11,539 | $7,183+60.6% | $6,843+68.6% | $5,983+92.8% |
| Admin fee / account holder | $7,873 | $10,811-27.2% | $9,312-15.5% | $11,252-30.0% |