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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 | $76,248 | $115,911-34.2% | $100,530-24.2% | $158,950-52.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 34.82% | 34.80%0pp | 30.89%+3.9pp | 302.91%-268.1pp |
| Employer contribution / active EE | $7,359 | $4,104+79.3% | $3,418+115.3% | $4,762+54.5% |
| Participant deferral / active EE | $8,973 | $6,676+34.4% | $6,271+43.1% | $5,983+50.0% |
| Admin fee / account holder | $1,483 | $10,999-86.5% | $8,083-81.7% | $11,248-86.8% |