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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 | $86,966 | $165,399-47.4% | $149,745-41.9% | $158,982-45.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.77% | 348.34%-329.6pp | 276.72%-257.9pp | 302.99%-284.2pp |
| Employer contribution / active EE | $13,226 | $5,105+159.1% | $4,646+184.7% | $4,763+177.7% |
| Participant deferral / active EE | $13,000 | $7,183+81.0% | $6,843+90.0% | $5,983+117.3% |
| Admin fee / account holder | $747 | $10,811-93.1% | $9,312-92.0% | $11,252-93.4% |