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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 | $92,433 | $165,381-44.1% | $149,730-38.3% | $158,966-41.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.74% | 348.29%-332.6pp | 276.70%-261.0pp | 302.95%-287.2pp |
| Employer contribution / active EE | $12,950 | $5,104+153.7% | $4,645+178.8% | $4,762+171.9% |
| Participant deferral / active EE | $9,067 | $7,182+26.2% | $6,843+32.5% | $5,983+51.5% |
| Admin fee / account holder | $3,024 | $10,809-72.0% | $9,310-67.5% | $11,250-73.1% |