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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 | $55,501 | $172,111-67.8% | $150,298-63.1% | $137,256-59.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.68% | 69.37%-51.7pp | 62.79%-45.1pp | 220.34%-202.7pp |
| Employer contribution / active EE | $8,250 | $4,636+77.9% | $4,154+98.6% | $4,156+98.5% |
| Participant deferral / active EE | $7,055 | $6,166+14.4% | $5,453+29.4% | $6,407+10.1% |
| Admin fee / account holder | $343 | $16,471-97.9% | $14,116-97.6% | $12,270-97.2% |