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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 | $122,330 | $165,381-26.0% | $149,730-18.3% | $158,966-23.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.40% | 348.29%-331.9pp | 276.70%-260.3pp | 302.95%-286.5pp |
| Employer contribution / active EE | $1,198 | $5,104-76.5% | $4,645-74.2% | $4,762-74.9% |
| Participant deferral / active EE | $11,472 | $7,182+59.7% | $6,843+67.7% | $5,983+91.7% |
| Admin fee / account holder | $621 | $10,809-94.3% | $9,310-93.3% | $11,250-94.5% |