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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 | $57,947 | $165,399-65.0% | $149,745-61.3% | $158,982-63.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.21% | 348.34%-331.1pp | 276.72%-259.5pp | 302.99%-285.8pp |
| Employer contribution / active EE | $12,153 | $5,105+138.1% | $4,646+161.6% | $4,763+155.2% |
| Participant deferral / active EE | $13,572 | $7,183+89.0% | $6,843+98.3% | $5,983+126.8% |
| Admin fee / account holder | $770 | $10,811-92.9% | $9,312-91.7% | $11,252-93.2% |