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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 | $83,391 | $165,399-49.6% | $149,745-44.3% | $158,982-47.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.60% | 348.34%-336.7pp | 276.72%-265.1pp | 302.99%-291.4pp |
| Employer contribution / active EE | $11,892 | $5,105+133.0% | $4,646+156.0% | $4,763+149.7% |
| Participant deferral / active EE | $7,918 | $7,183+10.2% | $6,843+15.7% | $5,983+32.3% |
| Admin fee / account holder | $10,302 | $10,811-4.7% | $9,312+10.6% | $11,252-8.4% |