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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 | $97,647 | $183,592-46.8% | $155,574-37.2% | $145,877-33.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.14% | 61.37%-39.2pp | 64.87%-42.7pp | 551.28%-529.1pp |
| Employer contribution / active EE | $2,628 | $5,317-50.6% | $4,676-43.8% | $4,663-43.6% |
| Participant deferral / active EE | $32,314 | $6,466+399.8% | $5,629+474.0% | $6,691+383.0% |
| Admin fee / account holder | $1,767 | $19,316-90.9% | $15,914-88.9% | $13,402-86.8% |