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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 | $56,263 | $165,399-66.0% | $149,745-62.4% | $158,982-64.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.89% | 348.34%-334.4pp | 276.72%-262.8pp | 302.99%-289.1pp |
| Employer contribution / active EE | $12,463 | $5,105+144.1% | $4,646+168.3% | $4,763+161.7% |
| Participant deferral / active EE | $5,643 | $7,183-21.4% | $6,843-17.5% | $5,983-5.7% |
| Admin fee / account holder | $437 | $10,811-96.0% | $9,312-95.3% | $11,252-96.1% |