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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 | $183,516-46.7% | $155,534-37.1% | $145,884-32.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.67% | 61.43%-41.8pp | 64.92%-45.2pp | 551.85%-532.2pp |
| Employer contribution / active EE | $2,591 | $5,315-51.2% | $4,675-44.6% | $4,662-44.4% |
| Participant deferral / active EE | $10,110 | $6,467+56.3% | $5,630+79.6% | $6,690+51.1% |
| Admin fee / account holder | $382 | $19,293-98.0% | $15,900-97.6% | $13,392-97.2% |