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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 | $78,274 | $197,637-60.4% | $177,848-56.0% | $158,982-50.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.27% | 58.77%-34.5pp | 48.33%-24.1pp | 302.99%-278.7pp |
| Employer contribution / active EE | $6,831 | $6,698+2.0% | $5,919+15.4% | $4,763+43.4% |
| Participant deferral / active EE | $3,984 | $8,405-52.6% | $7,714-48.4% | $5,983-33.4% |
| Admin fee / account holder | $527 | $15,406-96.6% | $12,431-95.8% | $11,252-95.3% |