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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 | $62,941 | $181,062-65.2% | $158,223-60.2% | $155,188-59.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.28% | 57.39%-46.1pp | 52.09%-40.8pp | 148.84%-137.6pp |
| Employer contribution / active EE | $7,041 | $4,565+54.3% | $4,109+71.4% | $4,248+65.8% |
| Participant deferral / active EE | $7,991 | $6,134+30.3% | $5,467+46.2% | $6,531+22.4% |
| Admin fee / account holder | $508 | $18,825-97.3% | $16,047-96.8% | $14,480-96.5% |