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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 | $80,082 | $183,592-56.4% | $155,574-48.5% | $145,877-45.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.26% | 61.37%-41.1pp | 64.87%-44.6pp | 551.28%-531.0pp |
| Employer contribution / active EE | $4,164 | $5,317-21.7% | $4,676-10.9% | $4,663-10.7% |
| Participant deferral / active EE | $8,123 | $6,466+25.6% | $5,629+44.3% | $6,691+21.4% |
| Admin fee / account holder | $924 | $19,316-95.2% | $15,914-94.2% | $13,402-93.1% |