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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 | $95,669 | $165,399-42.2% | $149,745-36.1% | $158,982-39.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.26% | 348.34%-320.1pp | 276.72%-248.5pp | 302.99%-274.7pp |
| Employer contribution / active EE | $6,647 | $5,105+30.2% | $4,646+43.1% | $4,763+39.6% |
| Participant deferral / active EE | $7,971 | $7,183+11.0% | $6,843+16.5% | $5,983+33.2% |
| Admin fee / account holder | $462 | $10,811-95.7% | $9,312-95.0% | $11,252-95.9% |