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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 | $72,630 | $102,609-29.2% | $98,090-26.0% | $138,895-47.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 47.03% | 36.44%+10.6pp | 37.05%+10.0pp | 145.39%-98.4pp |
| Employer contribution / active EE | $5,376 | $3,867+39.0% | $3,606+49.1% | $4,194+28.2% |
| Participant deferral / active EE | $13,106 | $8,167+60.5% | $7,845+67.1% | $6,396+104.9% |
| Admin fee / account holder | $392 | $11,434-96.6% | $11,815-96.7% | $12,562-96.9% |