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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 | $80,016 | $183,627-56.4% | $155,602-48.6% | $145,978-45.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.15% | 61.32%-38.2pp | 64.81%-41.7pp | 550.52%-527.4pp |
| Employer contribution / active EE | $8,183 | $5,316+53.9% | $4,675+75.0% | $4,662+75.5% |
| Participant deferral / active EE | $3,184 | $6,466-50.8% | $5,629-43.4% | $6,690-52.4% |
| Admin fee / account holder | $330 | $19,327-98.3% | $15,923-97.9% | $13,400-97.5% |