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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 | $77,174 | $165,361-53.3% | $149,715-48.5% | $158,950-51.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.38% | 348.24%-333.9pp | 276.66%-262.3pp | 302.91%-288.5pp |
| Employer contribution / active EE | $6,329 | $5,103+24.0% | $4,645+36.3% | $4,762+32.9% |
| Participant deferral / active EE | $7,799 | $7,182+8.6% | $6,842+14.0% | $5,983+30.4% |
| Admin fee / account holder | $482 | $10,808-95.5% | $9,310-94.8% | $11,248-95.7% |