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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 | $63,225 | $223,823-71.8% | $211,142-70.1% | $154,746-59.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 23.33% | 50.39%-27.1pp | 46.84%-23.5pp | 172.34%-149.0pp |
| Employer contribution / active EE | $4,732 | $6,787-30.3% | $6,442-26.5% | $4,379+8.1% |
| Participant deferral / active EE | $8,852 | $9,750-9.2% | $9,284-4.7% | $6,730+31.5% |
| Admin fee / account holder | $1,189 | $19,707-94.0% | $19,076-93.8% | $14,365-91.7% |