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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 | $61,562 | $183,516-66.5% | $155,534-60.4% | $145,884-57.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.11% | 61.43%-51.3pp | 64.92%-54.8pp | 551.85%-541.7pp |
| Employer contribution / active EE | $7,560 | $5,315+42.3% | $4,675+61.7% | $4,662+62.2% |
| Participant deferral / active EE | $5,845 | $6,467-9.6% | $5,630+3.8% | $6,690-12.6% |
| Admin fee / account holder | $2,409 | $19,293-87.5% | $15,900-84.8% | $13,392-82.0% |