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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 | $104,694 | $183,516-43.0% | $155,534-32.7% | $145,884-28.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.21% | 61.43%-49.2pp | 64.92%-52.7pp | 551.85%-539.6pp |
| Employer contribution / active EE | $7,807 | $5,315+46.9% | $4,675+67.0% | $4,662+67.4% |
| Participant deferral / active EE | $3,223 | $6,467-50.2% | $5,630-42.8% | $6,690-51.8% |
| Admin fee / account holder | $1,131 | $19,293-94.1% | $15,900-92.9% | $13,392-91.6% |