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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 | $88,725 | $183,592-51.7% | $155,567-43.0% | $145,959-39.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.80% | 61.24%-49.4pp | 64.74%-52.9pp | 561.95%-550.2pp |
| Employer contribution / active EE | $7,743 | $5,315+45.7% | $4,674+65.7% | $4,661+66.1% |
| Participant deferral / active EE | $12,388 | $6,464+91.6% | $5,628+120.1% | $6,689+85.2% |
| Admin fee / account holder | $851 | $19,318-95.6% | $15,916-94.7% | $13,398-93.7% |