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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 | $68,246 | $183,539-62.8% | $155,556-56.1% | $145,897-53.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.93% | 61.31%-52.4pp | 64.84%-55.9pp | 552.29%-543.4pp |
| Employer contribution / active EE | $7,354 | $5,315+38.4% | $4,675+57.3% | $4,663+57.7% |
| Participant deferral / active EE | $6,798 | $6,467+5.1% | $5,631+20.7% | $6,689+1.6% |
| Admin fee / account holder | $353 | $19,275-98.2% | $15,885-97.8% | $13,390-97.4% |