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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 | $75,264 | $165,399-54.5% | $149,745-49.7% | $158,982-52.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.07% | 348.34%-335.3pp | 276.72%-263.7pp | 302.99%-289.9pp |
| Employer contribution / active EE | $9,894 | $5,105+93.8% | $4,646+113.0% | $4,763+107.7% |
| Participant deferral / active EE | $8,736 | $7,183+21.6% | $6,843+27.7% | $5,983+46.0% |
| Admin fee / account holder | $8,271 | $10,811-23.5% | $9,312-11.2% | $11,252-26.5% |