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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 | $91,031 | $149,679-39.2% | $117,039-22.2% | $147,586-38.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 30.40% | 19.31%+11.1pp | 18.95%+11.4pp | 578.59%-548.2pp |
| Employer contribution / active EE | $14,216 | $4,937+188.0% | $3,785+275.6% | $4,876+191.5% |
| Participant deferral / active EE | $8,504 | $4,912+73.1% | $3,929+116.4% | $5,439+56.4% |
| Admin fee / account holder | $730 | $7,856-90.7% | $5,974-87.8% | $10,886-93.3% |