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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 | $41,289 | $183,592-77.5% | $155,574-73.5% | $145,877-71.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.32% | 61.37%-51.1pp | 64.87%-54.5pp | 551.28%-541.0pp |
| Employer contribution / active EE | $7,450 | $5,317+40.1% | $4,676+59.3% | $4,663+59.8% |
| Participant deferral / active EE | $7,667 | $6,466+18.6% | $5,629+36.2% | $6,691+14.6% |
| Admin fee / account holder | $1,319 | $19,316-93.2% | $15,914-91.7% | $13,402-90.2% |