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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 | $67,478 | $183,592-63.2% | $155,574-56.6% | $145,877-53.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.25% | 61.37%-47.1pp | 64.87%-50.6pp | 551.28%-537.0pp |
| Employer contribution / active EE | $6,428 | $5,317+20.9% | $4,676+37.5% | $4,663+37.8% |
| Participant deferral / active EE | $9,399 | $6,466+45.4% | $5,629+67.0% | $6,691+40.5% |
| Admin fee / account holder | $951 | $19,316-95.1% | $15,914-94.0% | $13,402-92.9% |