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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 | $66,969 | $165,399-59.5% | $149,745-55.3% | $158,982-57.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.06% | 348.34%-332.3pp | 276.72%-260.7pp | 302.99%-286.9pp |
| Employer contribution / active EE | $9,310 | $5,105+82.4% | $4,646+100.4% | $4,763+95.5% |
| Participant deferral / active EE | $11,234 | $7,183+56.4% | $6,843+64.2% | $5,983+87.8% |
| Admin fee / account holder | $12,703 | $10,811+17.5% | $9,312+36.4% | $11,252+12.9% |