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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 | $96,764 | $90,486+6.9% | $78,676+23.0% | $273,972-64.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.59% | 75.62%-67.0pp | 62.19%-53.6pp | 41.46%-32.9pp |
| Employer contribution / active EE | $8,289 | $3,175+161.1% | $2,850+190.9% | $4,869+70.3% |
| Participant deferral / active EE | $6,977 | $3,901+78.8% | $3,517+98.4% | $5,287+32.0% |
| Admin fee / account holder | $488 | $5,263-90.7% | $4,510-89.2% | $10,133-95.2% |