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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 | $89,505 | $183,516-51.2% | $155,534-42.5% | $145,884-38.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.55% | 61.43%-51.9pp | 64.92%-55.4pp | 551.85%-542.3pp |
| Employer contribution / active EE | $9,610 | $5,315+80.8% | $4,675+105.6% | $4,662+106.1% |
| Participant deferral / active EE | $3,748 | $6,467-42.0% | $5,630-33.4% | $6,690-44.0% |
| Admin fee / account holder | $6,547 | $19,293-66.1% | $15,900-58.8% | $13,392-51.1% |