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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 | $44,720 | $166,089-73.1% | $164,928-72.9% | $145,978-69.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.08% | 100.26%-89.2pp | 70.08%-59.0pp | 550.52%-539.4pp |
| Employer contribution / active EE | $7,457 | $5,276+41.3% | $4,343+71.7% | $4,662+60.0% |
| Participant deferral / active EE | $6,600 | $6,961-5.2% | $6,034+9.4% | $6,690-1.3% |
| Admin fee / account holder | $794 | $16,641-95.2% | $12,684-93.7% | $13,400-94.1% |