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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 | $88,362 | $209,336-57.8% | $197,124-55.2% | $137,256-35.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.29% | 48.09%-29.8pp | 44.34%-26.1pp | 220.34%-202.1pp |
| Employer contribution / active EE | $7,266 | $6,591+10.2% | $6,227+16.7% | $4,156+74.8% |
| Participant deferral / active EE | $10,780 | $9,614+12.1% | $9,135+18.0% | $6,407+68.3% |
| Admin fee / account holder | $998 | $17,308-94.2% | $16,298-93.9% | $12,270-91.9% |