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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 | $63,284 | $185,905-66.0% | $170,057-62.8% | $139,487-54.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.74% | 60.56%-39.8pp | 53.42%-32.7pp | 373.84%-353.1pp |
| Employer contribution / active EE | $8,220 | $7,597+8.2% | $6,790+21.0% | $4,755+72.9% |
| Participant deferral / active EE | $8,810 | $11,627-24.2% | $10,411-15.4% | $6,713+31.2% |
| Admin fee / account holder | $12,785 | $15,397-17.0% | $12,826-0.3% | $11,407+12.1% |