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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 | $72,955 | $183,516-60.2% | $155,534-53.1% | $145,884-50.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.64% | 61.43%-42.8pp | 64.92%-46.3pp | 551.85%-533.2pp |
| Employer contribution / active EE | $6,018 | $5,315+13.2% | $4,675+28.7% | $4,662+29.1% |
| Participant deferral / active EE | $6,275 | $6,467-3.0% | $5,630+11.5% | $6,690-6.2% |
| Admin fee / account holder | $938 | $19,293-95.1% | $15,900-94.1% | $13,392-93.0% |