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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 | $183,516-37.7% | $155,534-26.5% | $145,884-21.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.83% | 61.43%-50.6pp | 64.92%-54.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $3,604 | $5,315-32.2% | $4,675-22.9% | $4,662-22.7% |
| Participant deferral / active EE | $12,388 | $6,467+91.6% | $5,630+120.0% | $6,690+85.2% |
| Admin fee / account holder | $954 | $19,293-95.1% | $15,900-94.0% | $13,392-92.9% |