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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 | $97,289-67.9% | $92,805-66.3% | $155,188-79.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 87.20% | 29.03%+58.2pp | 31.59%+55.6pp | 148.84%-61.6pp |
| Employer contribution / active EE | $6,713 | $3,632+84.8% | $3,424+96.0% | $4,248+58.0% |
| Participant deferral / active EE | $12,846 | $8,795+46.1% | $8,448+52.1% | $6,531+96.7% |
| Admin fee / account holder | $738 | $12,015-93.9% | $10,911-93.2% | $14,480-94.9% |