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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 | $56,134 | $183,516-69.4% | $155,534-63.9% | $145,884-61.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.37% | 61.43%-48.1pp | 64.92%-51.5pp | 551.85%-538.5pp |
| Employer contribution / active EE | $2,258 | $5,315-57.5% | $4,675-51.7% | $4,662-51.6% |
| Participant deferral / active EE | $8,896 | $6,467+37.6% | $5,630+58.0% | $6,690+33.0% |
| Admin fee / account holder | $391 | $19,293-98.0% | $15,900-97.5% | $13,392-97.1% |