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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 | $37,649 | $183,627-79.5% | $155,602-75.8% | $145,978-74.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.22% | 61.32%-51.1pp | 64.81%-54.6pp | 550.52%-540.3pp |
| Employer contribution / active EE | $7,457 | $5,316+40.3% | $4,675+59.5% | $4,662+60.0% |
| Participant deferral / active EE | $5,443 | $6,466-15.8% | $5,629-3.3% | $6,690-18.6% |
| Admin fee / account holder | $574 | $19,327-97.0% | $15,923-96.4% | $13,400-95.7% |