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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 | $56,821 | $165,399-65.6% | $149,745-62.1% | $158,982-64.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.91% | 348.34%-333.4pp | 276.72%-261.8pp | 302.99%-288.1pp |
| Employer contribution / active EE | $6,552 | $5,105+28.3% | $4,646+41.0% | $4,763+37.6% |
| Participant deferral / active EE | $10,907 | $7,183+51.9% | $6,843+59.4% | $5,983+82.3% |
| Admin fee / account holder | $789 | $10,811-92.7% | $9,312-91.5% | $11,252-93.0% |