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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 | $66,454 | $183,592-63.8% | $155,574-57.3% | $145,877-54.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.78% | 61.37%-52.6pp | 64.87%-56.1pp | 551.28%-542.5pp |
| Employer contribution / active EE | $7,335 | $5,317+38.0% | $4,676+56.9% | $4,663+57.3% |
| Participant deferral / active EE | $8,000 | $6,466+23.7% | $5,629+42.1% | $6,691+19.6% |
| Admin fee / account holder | $2,215 | $19,316-88.5% | $15,914-86.1% | $13,402-83.5% |