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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 | $96,284 | $165,381-41.8% | $149,730-35.7% | $158,966-39.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 35.04% | 348.29%-313.3pp | 276.70%-241.7pp | 302.95%-267.9pp |
| Employer contribution / active EE | $2,743 | $5,104-46.3% | $4,645-40.9% | $4,762-42.4% |
| Participant deferral / active EE | $14,909 | $7,182+107.6% | $6,843+117.9% | $5,983+149.2% |
| Admin fee / account holder | $574 | $10,809-94.7% | $9,310-93.8% | $11,250-94.9% |