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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 | $77,764 | $165,381-53.0% | $149,730-48.1% | $158,966-51.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.65% | 348.29%-337.6pp | 276.70%-266.1pp | 302.95%-292.3pp |
| Employer contribution / active EE | $5,760 | $5,104+12.8% | $4,645+24.0% | $4,762+20.9% |
| Participant deferral / active EE | $15,500 | $7,182+115.8% | $6,843+126.5% | $5,983+159.1% |
| Admin fee / account holder | $370 | $10,809-96.6% | $9,310-96.0% | $11,250-96.7% |