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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 | $80,228 | $167,353-52.1% | $143,797-44.2% | $134,545-40.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 38.62% | 0.48%+38.1pp | -0.04%+38.7pp | 418.37%-379.7pp |
| Employer contribution / active EE | $3,772 | $5,620-32.9% | $4,952-23.8% | $4,742-20.5% |
| Participant deferral / active EE | $7,069 | $6,447+9.6% | $5,638+25.4% | $6,401+10.4% |
| Admin fee / account holder | $750 | $18,096-95.9% | $14,679-94.9% | $11,431-93.4% |