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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 | $23,119 | $127,387-81.9% | $115,038-79.9% | $125,389-81.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 51.16% | 31.28%+19.9pp | 26.14%+25.0pp | 282.24%-231.1pp |
| Employer contribution / active EE | $8,407 | $5,166+62.7% | $4,608+82.4% | $4,866+72.8% |
| Participant deferral / active EE | $8,307 | $6,423+29.3% | $6,026+37.8% | $5,352+55.2% |
| Admin fee / account holder | $355 | $9,516-96.3% | $8,175-95.7% | $9,541-96.3% |