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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 | $79,163 | $183,539-56.9% | $155,556-49.1% | $145,897-45.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.16% | 61.31%-51.1pp | 64.84%-54.7pp | 552.29%-542.1pp |
| Employer contribution / active EE | $5,864 | $5,315+10.3% | $4,675+25.4% | $4,663+25.8% |
| Participant deferral / active EE | $8,667 | $6,467+34.0% | $5,631+53.9% | $6,689+29.6% |
| Admin fee / account holder | $8,368 | $19,275-56.6% | $15,885-47.3% | $13,390-37.5% |