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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 | $92,753 | $129,737-28.5% | $119,126-22.1% | $154,746-40.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.17% | 379.08%-363.9pp | 282.11%-266.9pp | 172.34%-157.2pp |
| Employer contribution / active EE | $13,885 | $4,375+217.4% | $4,034+244.2% | $4,379+217.1% |
| Participant deferral / active EE | $7,913 | $5,842+35.5% | $5,318+48.8% | $6,730+17.6% |
| Admin fee / account holder | $510 | $11,961-95.7% | $10,693-95.2% | $14,365-96.4% |