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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 | $88,947 | $165,399-46.2% | $149,745-40.6% | $158,982-44.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.85% | 348.34%-328.5pp | 276.72%-256.9pp | 302.99%-283.1pp |
| Employer contribution / active EE | $11,138 | $5,105+118.2% | $4,646+139.7% | $4,763+133.9% |
| Participant deferral / active EE | $9,477 | $7,183+31.9% | $6,843+38.5% | $5,983+58.4% |
| Admin fee / account holder | $1,282 | $10,811-88.1% | $9,312-86.2% | $11,252-88.6% |