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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 | $82,015 | $165,381-50.4% | $149,730-45.2% | $158,966-48.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.21% | 348.29%-337.1pp | 276.70%-265.5pp | 302.95%-291.7pp |
| Employer contribution / active EE | $3,500 | $5,104-31.4% | $4,645-24.7% | $4,762-26.5% |
| Participant deferral / active EE | $12,500 | $7,182+74.0% | $6,843+82.7% | $5,983+108.9% |
| Admin fee / account holder | $615 | $10,809-94.3% | $9,310-93.4% | $11,250-94.5% |