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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 | $61,403 | $165,381-62.9% | $149,730-59.0% | $158,966-61.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.34% | 348.29%-331.0pp | 276.70%-259.4pp | 302.95%-285.6pp |
| Employer contribution / active EE | $8,615 | $5,104+68.8% | $4,645+85.5% | $4,762+80.9% |
| Participant deferral / active EE | $6,802 | $7,182-5.3% | $6,843-0.6% | $5,983+13.7% |
| Admin fee / account holder | $404 | $10,809-96.3% | $9,310-95.7% | $11,250-96.4% |