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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 | $76,469 | $165,399-53.8% | $149,745-48.9% | $158,982-51.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.07% | 348.34%-327.3pp | 276.72%-255.7pp | 302.99%-281.9pp |
| Employer contribution / active EE | $25,989 | $5,105+409.1% | $4,646+459.4% | $4,763+445.7% |
| Participant deferral / active EE | $7,095 | $7,183-1.2% | $6,843+3.7% | $5,983+18.6% |
| Admin fee / account holder | $1,562 | $10,811-85.5% | $9,312-83.2% | $11,252-86.1% |