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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 | $63,582 | $165,381-61.6% | $149,730-57.5% | $158,966-60.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.62% | 348.29%-335.7pp | 276.70%-264.1pp | 302.95%-290.3pp |
| Employer contribution / active EE | $12,311 | $5,104+141.2% | $4,645+165.0% | $4,762+158.5% |
| Participant deferral / active EE | $7,288 | $7,182+1.5% | $6,843+6.5% | $5,983+21.8% |
| Admin fee / account holder | $9,358 | $10,809-13.4% | $9,310+0.5% | $11,250-16.8% |