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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 | $87,189 | $165,399-47.3% | $149,745-41.8% | $158,982-45.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.64% | 348.34%-336.7pp | 276.72%-265.1pp | 302.99%-291.4pp |
| Employer contribution / active EE | $7,215 | $5,105+41.3% | $4,646+55.3% | $4,763+51.5% |
| Participant deferral / active EE | $2,689 | $7,183-62.6% | $6,843-60.7% | $5,983-55.1% |
| Admin fee / account holder | $483 | $10,811-95.5% | $9,312-94.8% | $11,252-95.7% |