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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 | $103,565 | $165,381-37.4% | $149,730-30.8% | $158,966-34.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.48% | 348.29%-336.8pp | 276.70%-265.2pp | 302.95%-291.5pp |
| Employer contribution / active EE | $9,148 | $5,104+79.2% | $4,645+96.9% | $4,762+92.1% |
| Participant deferral / active EE | $6,610 | $7,182-8.0% | $6,843-3.4% | $5,983+10.5% |
| Admin fee / account holder | $636 | $10,809-94.1% | $9,310-93.2% | $11,250-94.4% |