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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 | $92,602 | $165,361-44.0% | $149,715-38.1% | $158,950-41.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.57% | 348.24%-336.7pp | 276.66%-265.1pp | 302.91%-291.3pp |
| Employer contribution / active EE | $6,412 | $5,103+25.6% | $4,645+38.0% | $4,762+34.7% |
| Participant deferral / active EE | $12,715 | $7,182+77.1% | $6,842+85.8% | $5,983+112.5% |
| Admin fee / account holder | $9,007 | $10,808-16.7% | $9,310-3.3% | $11,248-19.9% |