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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 | $86,155 | $212,386-59.4% | $199,883-56.9% | $138,895-38.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 22.26% | 47.75%-25.5pp | 43.81%-21.6pp | 145.39%-123.1pp |
| Employer contribution / active EE | $8,803 | $6,625+32.9% | $6,261+40.6% | $4,194+109.9% |
| Participant deferral / active EE | $10,244 | $9,617+6.5% | $9,138+12.1% | $6,396+60.1% |
| Admin fee / account holder | $543 | $18,233-97.0% | $17,268-96.9% | $12,562-95.7% |