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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 | $110,347 | $90,486+21.9% | $78,676+40.3% | $273,972-59.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.21% | 75.62%-67.4pp | 62.19%-54.0pp | 41.46%-33.2pp |
| Employer contribution / active EE | $4,207 | $3,175+32.5% | $2,850+47.6% | $4,869-13.6% |
| Participant deferral / active EE | $6,899 | $3,901+76.8% | $3,517+96.2% | $5,287+30.5% |
| Admin fee / account holder | $341 | $5,263-93.5% | $4,510-92.5% | $10,133-96.6% |