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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 | $102,975 | $183,592-43.9% | $155,574-33.8% | $145,877-29.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.15% | 61.37%-50.2pp | 64.87%-53.7pp | 551.28%-540.1pp |
| Employer contribution / active EE | $7,784 | $5,317+46.4% | $4,676+66.5% | $4,663+66.9% |
| Participant deferral / active EE | $4,445 | $6,466-31.3% | $5,629-21.0% | $6,691-33.6% |
| Admin fee / account holder | $2,268 | $19,316-88.3% | $15,914-85.8% | $13,402-83.1% |