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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 | $88,861 | $228,352-61.1% | $185,827-52.2% | $158,950-44.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 29.83% | 40.81%-11.0pp | 35.96%-6.1pp | 302.91%-273.1pp |
| Employer contribution / active EE | $7,982 | $4,967+60.7% | $4,087+95.3% | $4,762+67.6% |
| Participant deferral / active EE | $18,652 | $6,416+190.7% | $5,633+231.1% | $5,983+211.8% |
| Admin fee / account holder | $3,019 | $11,867-74.6% | $9,502-68.2% | $11,248-73.2% |