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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 | $78,236 | $183,516-57.4% | $155,534-49.7% | $145,884-46.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.38% | 61.43%-52.0pp | 64.92%-55.5pp | 551.85%-542.5pp |
| Employer contribution / active EE | $6,154 | $5,315+15.8% | $4,675+31.6% | $4,662+32.0% |
| Participant deferral / active EE | $9,426 | $6,467+45.8% | $5,630+67.4% | $6,690+40.9% |
| Admin fee / account holder | $416 | $19,293-97.8% | $15,900-97.4% | $13,392-96.9% |