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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 | $37,238 | $165,381-77.5% | $149,730-75.1% | $158,966-76.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.17% | 348.29%-335.1pp | 276.70%-263.5pp | 302.95%-289.8pp |
| Employer contribution / active EE | $8,874 | $5,104+73.9% | $4,645+91.0% | $4,762+86.3% |
| Participant deferral / active EE | $13,428 | $7,182+87.0% | $6,843+96.2% | $5,983+124.4% |
| Admin fee / account holder | $15,368 | $10,809+42.2% | $9,310+65.1% | $11,250+36.6% |