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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 | $89,133 | $227,399-60.8% | $189,758-53.0% | $198,609-55.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.93% | 61.03%-47.1pp | 52.62%-38.7pp | 202.70%-188.8pp |
| Employer contribution / active EE | $4,238 | $5,526-23.3% | $4,767-11.1% | $5,055-16.2% |
| Participant deferral / active EE | $8,251 | $6,837+20.7% | $5,856+40.9% | $6,977+18.3% |
| Admin fee / account holder | $3,719 | $25,162-85.2% | $20,388-81.8% | $19,030-80.5% |