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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 | $79,569 | $183,592-56.7% | $155,567-48.9% | $145,959-45.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.07% | 61.24%-47.2pp | 64.74%-50.7pp | 561.95%-547.9pp |
| Employer contribution / active EE | $8,588 | $5,315+61.6% | $4,674+83.7% | $4,661+84.3% |
| Participant deferral / active EE | $6,608 | $6,464+2.2% | $5,628+17.4% | $6,689-1.2% |
| Admin fee / account holder | $684 | $19,318-96.5% | $15,916-95.7% | $13,398-94.9% |