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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 | $66,008 | $165,381-60.1% | $149,730-55.9% | $158,966-58.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.58% | 348.29%-337.7pp | 276.70%-266.1pp | 302.95%-292.4pp |
| Employer contribution / active EE | $9,418 | $5,104+84.5% | $4,645+102.7% | $4,762+97.7% |
| Participant deferral / active EE | $10,401 | $7,182+44.8% | $6,843+52.0% | $5,983+73.8% |
| Admin fee / account holder | $491 | $10,809-95.5% | $9,310-94.7% | $11,250-95.6% |