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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 | $60,977 | $183,592-66.8% | $155,574-60.8% | $145,877-58.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.89% | 61.37%-43.5pp | 64.87%-47.0pp | 551.28%-533.4pp |
| Employer contribution / active EE | $7,713 | $5,317+45.1% | $4,676+65.0% | $4,663+65.4% |
| Participant deferral / active EE | $6,232 | $6,466-3.6% | $5,629+10.7% | $6,691-6.9% |
| Admin fee / account holder | $397 | $19,316-97.9% | $15,914-97.5% | $13,402-97.0% |