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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 | $62,743 | $138,102-54.6% | $125,381-50.0% | $134,532-53.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 9.61% | 750.73%-741.1pp | 572.31%-562.7pp | 418.27%-408.7pp |
| Employer contribution / active EE | $5,691 | $5,245+8.5% | $4,815+18.2% | $4,741+20.0% |
| Participant deferral / active EE | $12,554 | $7,801+60.9% | $7,448+68.6% | $6,401+96.1% |
| Admin fee / account holder | $313 | $11,568-97.3% | $10,007-96.9% | $11,429-97.3% |