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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 | $64,082 | $183,627-65.1% | $155,602-58.8% | $145,978-56.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.70% | 61.32%-41.6pp | 64.81%-45.1pp | 550.52%-530.8pp |
| Employer contribution / active EE | $7,762 | $5,316+46.0% | $4,675+66.0% | $4,662+66.5% |
| Participant deferral / active EE | $9,013 | $6,466+39.4% | $5,629+60.1% | $6,690+34.7% |
| Admin fee / account holder | $6,372 | $19,327-67.0% | $15,923-60.0% | $13,400-52.4% |