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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 | $87,045 | $183,516-52.6% | $155,534-44.0% | $145,884-40.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.52% | 61.43%-47.9pp | 64.92%-51.4pp | 551.85%-538.3pp |
| Employer contribution / active EE | $13,148 | $5,315+147.4% | $4,675+181.3% | $4,662+182.0% |
| Participant deferral / active EE | $7,971 | $6,467+23.3% | $5,630+41.6% | $6,690+19.2% |
| Admin fee / account holder | $1,873 | $19,293-90.3% | $15,900-88.2% | $13,392-86.0% |