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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 | $85,810 | $165,399-48.1% | $149,745-42.7% | $158,982-46.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.59% | 348.34%-336.7pp | 276.72%-265.1pp | 302.99%-291.4pp |
| Employer contribution / active EE | $15,804 | $5,105+209.6% | $4,646+240.2% | $4,763+231.8% |
| Participant deferral / active EE | $16,955 | $7,183+136.0% | $6,843+147.8% | $5,983+183.4% |
| Admin fee / account holder | $1,276 | $10,811-88.2% | $9,312-86.3% | $11,252-88.7% |