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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 | $183,516-47.3% | $155,534-37.8% | $145,884-33.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 26.74% | 61.43%-34.7pp | 64.92%-38.2pp | 551.85%-525.1pp |
| Employer contribution / active EE | $8,291 | $5,315+56.0% | $4,675+77.4% | $4,662+77.8% |
| Participant deferral / active EE | $4,135 | $6,467-36.1% | $5,630-26.6% | $6,690-38.2% |
| Admin fee / account holder | $28,631 | $19,293+48.4% | $15,900+80.1% | $13,392+113.8% |