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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 | $46,746 | $165,381-71.7% | $149,730-68.8% | $158,966-70.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.22% | 348.29%-329.1pp | 276.70%-257.5pp | 302.95%-283.7pp |
| Employer contribution / active EE | $10,251 | $5,104+100.8% | $4,645+120.7% | $4,762+115.2% |
| Participant deferral / active EE | $8,663 | $7,182+20.6% | $6,843+26.6% | $5,983+44.8% |
| Admin fee / account holder | $472 | $10,809-95.6% | $9,310-94.9% | $11,250-95.8% |