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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 | $97,864 | $183,592-46.7% | $155,567-37.1% | $145,959-33.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.67% | 61.24%-41.6pp | 64.74%-45.1pp | 561.95%-542.3pp |
| Employer contribution / active EE | $2,591 | $5,315-51.2% | $4,674-44.6% | $4,661-44.4% |
| Participant deferral / active EE | $10,110 | $6,464+56.4% | $5,628+79.6% | $6,689+51.2% |
| Admin fee / account holder | $382 | $19,318-98.0% | $15,916-97.6% | $13,398-97.2% |