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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 | $96,769 | $183,627-47.3% | $155,602-37.8% | $145,978-33.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 26.74% | 61.32%-34.6pp | 64.81%-38.1pp | 550.52%-523.8pp |
| Employer contribution / active EE | $8,291 | $5,316+56.0% | $4,675+77.3% | $4,662+77.9% |
| Participant deferral / active EE | $4,135 | $6,466-36.1% | $5,629-26.5% | $6,690-38.2% |
| Admin fee / account holder | $28,631 | $19,327+48.1% | $15,923+79.8% | $13,400+113.7% |