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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 | $80,613 | $227,399-64.5% | $189,758-57.5% | $198,609-59.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.44% | 61.03%-41.6pp | 52.62%-33.2pp | 202.70%-183.3pp |
| Employer contribution / active EE | $8,808 | $5,526+59.4% | $4,767+84.8% | $5,055+74.2% |
| Participant deferral / active EE | $8,857 | $6,837+29.6% | $5,856+51.3% | $6,977+27.0% |
| Admin fee / account holder | $633 | $25,162-97.5% | $20,388-96.9% | $19,030-96.7% |