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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 | $72,459 | $172,111-57.9% | $150,298-51.8% | $137,256-47.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.52% | 69.37%-54.9pp | 62.79%-48.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $8,591 | $4,636+85.3% | $4,154+106.8% | $4,156+106.7% |
| Participant deferral / active EE | $9,120 | $6,166+47.9% | $5,453+67.3% | $6,407+42.3% |
| Admin fee / account holder | $706 | $16,471-95.7% | $14,116-95.0% | $12,270-94.3% |