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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% | $155,574-37.1% | $145,877-32.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.67% | 61.37%-41.7pp | 64.87%-45.2pp | 551.28%-531.6pp |
| Employer contribution / active EE | $2,591 | $5,317-51.3% | $4,676-44.6% | $4,663-44.4% |
| Participant deferral / active EE | $10,110 | $6,466+56.4% | $5,629+79.6% | $6,691+51.1% |
| Admin fee / account holder | $382 | $19,316-98.0% | $15,914-97.6% | $13,402-97.2% |