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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 | $29,092 | $165,361-82.4% | $149,715-80.6% | $158,950-81.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.21% | 348.24%-339.0pp | 276.66%-267.4pp | 302.91%-293.7pp |
| Employer contribution / active EE | $8,116 | $5,103+59.0% | $4,645+74.7% | $4,762+70.4% |
| Participant deferral / active EE | $2,801 | $7,182-61.0% | $6,842-59.1% | $5,983-53.2% |
| Admin fee / account holder | $420 | $10,808-96.1% | $9,310-95.5% | $11,248-96.3% |