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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 | $106,232 | $165,381-35.8% | $149,730-29.1% | $158,966-33.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.85% | 348.29%-333.4pp | 276.70%-261.9pp | 302.95%-288.1pp |
| Employer contribution / active EE | $7,875 | $5,104+54.3% | $4,645+69.5% | $4,762+65.4% |
| Participant deferral / active EE | $5,782 | $7,182-19.5% | $6,843-15.5% | $5,983-3.4% |
| Admin fee / account holder | $389 | $10,809-96.4% | $9,310-95.8% | $11,250-96.5% |