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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 | $69,627 | $165,399-57.9% | $149,745-53.5% | $158,982-56.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.91% | 348.34%-330.4pp | 276.72%-258.8pp | 302.99%-285.1pp |
| Employer contribution / active EE | $7,652 | $5,105+49.9% | $4,646+64.7% | $4,763+60.7% |
| Participant deferral / active EE | $17,572 | $7,183+144.6% | $6,843+156.8% | $5,983+193.7% |
| Admin fee / account holder | $306 | $10,811-97.2% | $9,312-96.7% | $11,252-97.3% |