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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 | $136,336 | $227,399-40.0% | $189,758-28.2% | $198,609-31.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.38% | 61.03%-50.7pp | 52.62%-42.2pp | 202.70%-192.3pp |
| Employer contribution / active EE | $7,045 | $5,526+27.5% | $4,767+47.8% | $5,055+39.4% |
| Participant deferral / active EE | $8,138 | $6,837+19.0% | $5,856+39.0% | $6,977+16.6% |
| Admin fee / account holder | $766 | $25,162-97.0% | $20,388-96.2% | $19,030-96.0% |