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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 | $46,469 | $171,492-72.9% | $150,734-69.2% | $198,609-76.6% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 18.61% | 804.70%-786.1pp | 600.81%-582.2pp | 202.70%-184.1pp |
| Employer contribution / active EE | $7,168 | $5,470+31.0% | $4,918+45.7% | $5,055+41.8% |
| Participant deferral / active EE | $8,785 | $6,259+40.4% | $5,610+56.6% | $6,977+25.9% |
| Admin fee / account holder | $378 | $17,628-97.9% | $14,905-97.5% | $19,030-98.0% |