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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 | $79,823 | $178,174-55.2% | $156,181-48.9% | $137,256-41.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.57% | 84.19%-69.6pp | 64.87%-50.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $12,077 | $4,972+142.9% | $4,294+181.3% | $4,156+190.6% |
| Participant deferral / active EE | $10,295 | $6,888+49.5% | $6,132+67.9% | $6,407+60.7% |
| Admin fee / account holder | $787 | $17,404-95.5% | $14,586-94.6% | $12,270-93.6% |