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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 | $72,390 | $165,381-56.2% | $149,730-51.7% | $158,966-54.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.43% | 348.29%-337.9pp | 276.70%-266.3pp | 302.95%-292.5pp |
| Employer contribution / active EE | $2,259 | $5,104-55.7% | $4,645-51.4% | $4,762-52.6% |
| Participant deferral / active EE | $11,728 | $7,182+63.3% | $6,843+71.4% | $5,983+96.0% |
| Admin fee / account holder | $397 | $10,809-96.3% | $9,310-95.7% | $11,250-96.5% |