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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 | $74,210 | $209,874-64.6% | $189,537-60.8% | $167,536-55.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.03% | 748.61%-734.6pp | 555.34%-541.3pp | 478.82%-464.8pp |
| Employer contribution / active EE | $9,434 | $6,913+36.5% | $6,161+53.1% | $4,839+95.0% |
| Participant deferral / active EE | $18,868 | $8,934+111.2% | $8,220+129.5% | $6,342+197.5% |
| Admin fee / account holder | $7,465 | $14,299-47.8% | $12,048-38.0% | $12,315-39.4% |