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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 | $122,816 | $90,486+35.7% | $78,676+56.1% | $273,972-55.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.51% | 75.62%-67.1pp | 62.19%-53.7pp | 41.46%-32.9pp |
| Employer contribution / active EE | $8,647 | $3,175+172.3% | $2,850+203.4% | $4,869+77.6% |
| Participant deferral / active EE | $4,817 | $3,901+23.5% | $3,517+37.0% | $5,287-8.9% |
| Admin fee / account holder | $640 | $5,263-87.8% | $4,510-85.8% | $10,133-93.7% |