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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 | $76,810 | $165,381-53.6% | $149,730-48.7% | $158,966-51.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.07% | 348.29%-339.2pp | 276.70%-267.6pp | 302.95%-293.9pp |
| Employer contribution / active EE | $15,095 | $5,104+195.7% | $4,645+225.0% | $4,762+217.0% |
| Participant deferral / active EE | $12,787 | $7,182+78.0% | $6,843+86.9% | $5,983+113.7% |
| Admin fee / account holder | $5,351 | $10,809-50.5% | $9,310-42.5% | $11,250-52.4% |