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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 | $82,645 | $142,354-41.9% | $125,529-34.2% | $155,188-46.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 10.45% | 306.06%-295.6pp | 202.56%-192.1pp | 148.84%-138.4pp |
| Employer contribution / active EE | $5,510 | $3,501+57.4% | $3,058+80.2% | $4,248+29.7% |
| Participant deferral / active EE | $9,000 | $5,491+63.9% | $4,813+87.0% | $6,531+37.8% |
| Admin fee / account holder | $660 | $19,392-96.6% | $16,298-96.0% | $14,480-95.4% |