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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 | $89,170 | $183,592-51.4% | $155,574-42.7% | $145,877-38.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.72% | 61.37%-35.7pp | 64.87%-39.1pp | 551.28%-525.6pp |
| Employer contribution / active EE | $5,494 | $5,317+3.3% | $4,676+17.5% | $4,663+17.8% |
| Participant deferral / active EE | $7,418 | $6,466+14.7% | $5,629+31.8% | $6,691+10.9% |
| Admin fee / account holder | $315 | $19,316-98.4% | $15,914-98.0% | $13,402-97.6% |