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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 | $74,801 | $165,399-54.8% | $149,745-50.0% | $158,982-53.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.24% | 348.34%-329.1pp | 276.72%-257.5pp | 302.99%-283.7pp |
| Employer contribution / active EE | $13,724 | $5,105+168.9% | $4,646+195.4% | $4,763+188.2% |
| Participant deferral / active EE | $5,056 | $7,183-29.6% | $6,843-26.1% | $5,983-15.5% |
| Admin fee / account holder | $481 | $10,811-95.5% | $9,312-94.8% | $11,252-95.7% |