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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 | $92,860 | $165,381-43.9% | $149,730-38.0% | $158,966-41.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.27% | 348.29%-329.0pp | 276.70%-257.4pp | 302.95%-283.7pp |
| Employer contribution / active EE | $24,011 | $5,104+370.4% | $4,645+416.9% | $4,762+404.2% |
| Participant deferral / active EE | $15,953 | $7,182+122.1% | $6,843+133.1% | $5,983+166.6% |
| Admin fee / account holder | $1,343 | $10,809-87.6% | $9,310-85.6% | $11,250-88.1% |