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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 | $95,670 | $165,381-42.2% | $149,730-36.1% | $158,966-39.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.19% | 348.29%-337.1pp | 276.70%-265.5pp | 302.95%-291.8pp |
| Employer contribution / active EE | $1,881 | $5,104-63.1% | $4,645-59.5% | $4,762-60.5% |
| Participant deferral / active EE | $11,018 | $7,182+53.4% | $6,843+61.0% | $5,983+84.2% |
| Admin fee / account holder | $7,651 | $10,809-29.2% | $9,310-17.8% | $11,250-32.0% |