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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 | $85,377 | $167,352-49.0% | $143,788-40.6% | $134,509-36.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 432.10% | 0.47%+431.6pp | -0.03%+432.1pp | 418.13%+14.0pp |
| Employer contribution / active EE | $7,060 | $5,620+25.6% | $4,952+42.6% | $4,741+48.9% |
| Participant deferral / active EE | $8,809 | $6,447+36.6% | $5,638+56.2% | $6,400+37.6% |
| Admin fee / account holder | $922 | $18,091-94.9% | $14,675-93.7% | $11,427-91.9% |