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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 | $31,261 | $102,609-69.5% | $98,090-68.1% | $138,895-77.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 87.20% | 36.44%+50.8pp | 37.05%+50.1pp | 145.39%-58.2pp |
| Employer contribution / active EE | $6,713 | $3,867+73.6% | $3,606+86.1% | $4,194+60.0% |
| Participant deferral / active EE | $12,846 | $8,167+57.3% | $7,845+63.8% | $6,396+100.8% |
| Admin fee / account holder | $738 | $11,434-93.5% | $11,815-93.8% | $12,562-94.1% |