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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 | $69,484 | $165,381-58.0% | $149,730-53.6% | $158,966-56.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.03% | 348.29%-327.3pp | 276.70%-255.7pp | 302.95%-281.9pp |
| Employer contribution / active EE | $13,326 | $5,104+161.1% | $4,645+186.9% | $4,762+179.8% |
| Participant deferral / active EE | $9,535 | $7,182+32.8% | $6,843+39.4% | $5,983+59.4% |
| Admin fee / account holder | $2,965 | $10,809-72.6% | $9,310-68.2% | $11,250-73.6% |