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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 | $74,360 | $165,381-55.0% | $149,730-50.3% | $158,966-53.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.92% | 348.29%-331.4pp | 276.70%-259.8pp | 302.95%-286.0pp |
| Employer contribution / active EE | $8,210 | $5,104+60.8% | $4,645+76.7% | $4,762+72.4% |
| Participant deferral / active EE | $9,750 | $7,182+35.8% | $6,843+42.5% | $5,983+63.0% |
| Admin fee / account holder | $680 | $10,809-93.7% | $9,310-92.7% | $11,250-94.0% |