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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 | $86,085 | $167,353-48.6% | $143,797-40.1% | $134,545-36.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 8.07% | 0.48%+7.6pp | -0.04%+8.1pp | 418.37%-410.3pp |
| Employer contribution / active EE | $7,287 | $5,620+29.6% | $4,952+47.1% | $4,742+53.7% |
| Participant deferral / active EE | $7,749 | $6,447+20.2% | $5,638+37.4% | $6,401+21.1% |
| Admin fee / account holder | $896 | $18,096-95.0% | $14,679-93.9% | $11,431-92.2% |