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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 | $87,425 | $165,399-47.1% | $149,745-41.6% | $158,982-45.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.20% | 348.34%-331.1pp | 276.72%-259.5pp | 302.99%-285.8pp |
| Employer contribution / active EE | $7,813 | $5,105+53.1% | $4,646+68.2% | $4,763+64.0% |
| Participant deferral / active EE | $6,026 | $7,183-16.1% | $6,843-11.9% | $5,983+0.7% |
| Admin fee / account holder | $565 | $10,811-94.8% | $9,312-93.9% | $11,252-95.0% |