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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 | $78,123 | $183,592-57.4% | $155,574-49.8% | $145,877-46.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.61% | 61.37%-51.8pp | 64.87%-55.3pp | 551.28%-541.7pp |
| Employer contribution / active EE | $7,910 | $5,317+48.8% | $4,676+69.2% | $4,663+69.6% |
| Participant deferral / active EE | $10,700 | $6,466+65.5% | $5,629+90.1% | $6,691+59.9% |
| Admin fee / account holder | $945 | $19,316-95.1% | $15,914-94.1% | $13,402-92.9% |