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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 | $84,307 | $165,399-49.0% | $149,745-43.7% | $158,982-47.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.40% | 348.34%-339.9pp | 276.72%-268.3pp | 302.99%-294.6pp |
| Employer contribution / active EE | $15,433 | $5,105+202.3% | $4,646+232.2% | $4,763+224.0% |
| Participant deferral / active EE | $6,474 | $7,183-9.9% | $6,843-5.4% | $5,983+8.2% |
| Admin fee / account holder | $1,390 | $10,811-87.1% | $9,312-85.1% | $11,252-87.6% |