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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 | $118,432 | $183,539-35.5% | $155,556-23.9% | $145,897-18.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.95% | 61.31%-52.4pp | 64.84%-55.9pp | 552.29%-543.3pp |
| Employer contribution / active EE | $8,025 | $5,315+51.0% | $4,675+71.6% | $4,663+72.1% |
| Participant deferral / active EE | $13,000 | $6,467+101.0% | $5,631+130.9% | $6,689+94.3% |
| Admin fee / account holder | $2,395 | $19,275-87.6% | $15,885-84.9% | $13,390-82.1% |