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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 | $86,710 | $228,395-62.0% | $185,861-53.3% | $158,982-45.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.94% | 40.82%-21.9pp | 35.96%-17.0pp | 302.99%-284.0pp |
| Employer contribution / active EE | $9,468 | $4,968+90.6% | $4,088+131.6% | $4,763+98.8% |
| Participant deferral / active EE | $6,850 | $6,417+6.7% | $5,634+21.6% | $5,983+14.5% |
| Admin fee / account holder | $488 | $11,869-95.9% | $9,503-94.9% | $11,252-95.7% |