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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 | $32,823 | $168,635-80.5% | $147,617-77.8% | $125,389-73.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 7.43% | 77.65%-70.2pp | 61.98%-54.6pp | 282.24%-274.8pp |
| Employer contribution / active EE | $7,378 | $6,252+18.0% | $5,564+32.6% | $4,866+51.6% |
| Participant deferral / active EE | $4,500 | $5,507-18.3% | $4,895-8.1% | $5,352-15.9% |
| Admin fee / account holder | $468 | $13,580-96.6% | $11,612-96.0% | $9,541-95.1% |