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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 | $38,741 | $165,381-76.6% | $149,730-74.1% | $158,966-75.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.36% | 348.29%-334.9pp | 276.70%-263.3pp | 302.95%-289.6pp |
| Employer contribution / active EE | $2,873 | $5,104-43.7% | $4,645-38.2% | $4,762-39.7% |
| Participant deferral / active EE | $9,480 | $7,182+32.0% | $6,843+38.5% | $5,983+58.5% |
| Admin fee / account holder | $11,409 | $10,809+5.5% | $9,310+22.5% | $11,250+1.4% |