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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 | $67,950 | $165,361-58.9% | $149,715-54.6% | $158,950-57.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.63% | 348.24%-338.6pp | 276.66%-267.0pp | 302.91%-293.3pp |
| Employer contribution / active EE | $4,953 | $5,103-2.9% | $4,645+6.6% | $4,762+4.0% |
| Participant deferral / active EE | $8,450 | $7,182+17.7% | $6,842+23.5% | $5,983+41.2% |
| Admin fee / account holder | $439 | $10,808-95.9% | $9,310-95.3% | $11,248-96.1% |