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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 | $85,799 | $183,592-53.3% | $155,567-44.8% | $145,959-41.2% |
| 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 | $13,047 | $5,315+145.5% | $4,674+179.1% | $4,661+179.9% |
| Participant deferral / active EE | $8,559 | $6,464+32.4% | $5,628+52.1% | $6,689+28.0% |
| Admin fee / account holder | $6,511 | $19,318-66.3% | $15,916-59.1% | $13,398-51.4% |