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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 | $185,312-70.1% | $161,489-65.6% | $154,746-64.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.68% | 103.84%-86.2pp | 89.72%-72.0pp | 172.34%-154.7pp |
| Employer contribution / active EE | $8,250 | $4,769+73.0% | $4,268+93.3% | $4,379+88.4% |
| Participant deferral / active EE | $7,055 | $6,350+11.1% | $5,630+25.3% | $6,730+4.8% |
| Admin fee / account holder | $343 | $18,654-98.2% | $16,006-97.9% | $14,365-97.6% |