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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 | $54,636 | $165,361-67.0% | $149,715-63.5% | $158,950-65.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.10% | 348.24%-339.1pp | 276.66%-267.6pp | 302.91%-293.8pp |
| Employer contribution / active EE | $24,996 | $5,103+389.8% | $4,645+438.1% | $4,762+424.9% |
| Participant deferral / active EE | $15,842 | $7,182+120.6% | $6,842+131.5% | $5,983+164.8% |
| Admin fee / account holder | $590 | $10,808-94.5% | $9,310-93.7% | $11,248-94.8% |