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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 | $87,037 | $165,381-47.4% | $149,730-41.9% | $158,966-45.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.50% | 348.29%-332.8pp | 276.70%-261.2pp | 302.95%-287.5pp |
| Employer contribution / active EE | $11,657 | $5,104+128.4% | $4,645+150.9% | $4,762+144.8% |
| Participant deferral / active EE | $8,493 | $7,182+18.2% | $6,843+24.1% | $5,983+41.9% |
| Admin fee / account holder | $3,571 | $10,809-67.0% | $9,310-61.6% | $11,250-68.3% |