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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 | $50,536 | $183,592-72.5% | $155,574-67.5% | $145,877-65.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.06% | 61.37%-52.3pp | 64.87%-55.8pp | 551.28%-542.2pp |
| Employer contribution / active EE | $5,018 | $5,317-5.6% | $4,676+7.3% | $4,663+7.6% |
| Participant deferral / active EE | $7,006 | $6,466+8.4% | $5,629+24.5% | $6,691+4.7% |
| Admin fee / account holder | $364 | $19,316-98.1% | $15,914-97.7% | $13,402-97.3% |