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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 | $74,821 | $165,399-54.8% | $149,745-50.0% | $158,982-52.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.67% | 348.34%-322.7pp | 276.72%-251.1pp | 302.99%-277.3pp |
| Employer contribution / active EE | $12,397 | $5,105+142.9% | $4,646+166.9% | $4,763+160.3% |
| Participant deferral / active EE | $18,760 | $7,183+161.2% | $6,843+174.1% | $5,983+213.5% |
| Admin fee / account holder | $479 | $10,811-95.6% | $9,312-94.9% | $11,252-95.7% |