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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 | $57,139 | $165,381-65.4% | $149,730-61.8% | $158,966-64.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.40% | 348.29%-338.9pp | 276.70%-267.3pp | 302.95%-293.5pp |
| Employer contribution / active EE | $6,511 | $5,104+27.6% | $4,645+40.2% | $4,762+36.7% |
| Participant deferral / active EE | $6,353 | $7,182-11.6% | $6,843-7.2% | $5,983+6.2% |
| Admin fee / account holder | $348 | $10,809-96.8% | $9,310-96.3% | $11,250-96.9% |