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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 | $63,814 | $172,111-62.9% | $150,298-57.5% | $137,256-53.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.37% | 69.37%-58.0pp | 62.79%-51.4pp | 220.34%-209.0pp |
| Employer contribution / active EE | $12,143 | $4,636+161.9% | $4,154+192.3% | $4,156+192.2% |
| Participant deferral / active EE | $6,482 | $6,166+5.1% | $5,453+18.9% | $6,407+1.2% |
| Admin fee / account holder | $432 | $16,471-97.4% | $14,116-96.9% | $12,270-96.5% |