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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 | $174,379-53.8% | $152,093-47.0% | $138,895-42.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.44% | 74.86%-55.4pp | 66.36%-46.9pp | 145.39%-126.0pp |
| Employer contribution / active EE | $8,808 | $4,652+89.3% | $4,175+111.0% | $4,194+110.0% |
| Participant deferral / active EE | $8,857 | $6,159+43.8% | $5,451+62.5% | $6,396+38.5% |
| Admin fee / account holder | $633 | $16,880-96.3% | $14,497-95.6% | $12,562-95.0% |