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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 | $73,506 | $154,228-52.3% | $145,433-49.5% | $137,256-46.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 139.27% | 74.59%+64.7pp | 66.58%+72.7pp | 220.34%-81.1pp |
| Employer contribution / active EE | $6,477 | $4,804+34.8% | $4,554+42.2% | $4,156+55.8% |
| Participant deferral / active EE | $9,771 | $8,216+18.9% | $7,897+23.7% | $6,407+52.5% |
| Admin fee / account holder | $802 | $14,344-94.4% | $13,129-93.9% | $12,270-93.5% |