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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 | $82,718 | $181,062-54.3% | $158,223-47.7% | $155,188-46.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.41% | 57.39%-39.0pp | 52.09%-33.7pp | 148.84%-130.4pp |
| Employer contribution / active EE | $6,506 | $4,565+42.5% | $4,109+58.3% | $4,248+53.2% |
| Participant deferral / active EE | $5,464 | $6,134-10.9% | $5,467-0.1% | $6,531-16.3% |
| Admin fee / account holder | $999 | $18,825-94.7% | $16,047-93.8% | $14,480-93.1% |