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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 | $82,166 | $165,381-50.3% | $149,730-45.1% | $158,966-48.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.33% | 348.29%-332.0pp | 276.70%-260.4pp | 302.95%-286.6pp |
| Employer contribution / active EE | $10,686 | $5,104+109.4% | $4,645+130.0% | $4,762+124.4% |
| Participant deferral / active EE | $5,719 | $7,182-20.4% | $6,843-16.4% | $5,983-4.4% |
| Admin fee / account holder | $613 | $10,809-94.3% | $9,310-93.4% | $11,250-94.6% |