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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 | $114,334 | $183,539-37.7% | $155,556-26.5% | $145,897-21.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.83% | 61.31%-50.5pp | 64.84%-54.0pp | 552.29%-541.5pp |
| Employer contribution / active EE | $3,604 | $5,315-32.2% | $4,675-22.9% | $4,663-22.7% |
| Participant deferral / active EE | $12,388 | $6,467+91.6% | $5,631+120.0% | $6,689+85.2% |
| Admin fee / account holder | $954 | $19,275-95.1% | $15,885-94.0% | $13,390-92.9% |