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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 | $81,809 | $105,856-22.7% | $90,161-9.3% | $147,586-44.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 39.97% | 37.63%+2.3pp | 34.89%+5.1pp | 578.59%-538.6pp |
| Employer contribution / active EE | $19,244 | $4,126+366.4% | $3,318+480.0% | $4,876+294.6% |
| Participant deferral / active EE | $5,141 | $5,733-10.3% | $5,287-2.8% | $5,439-5.5% |
| Admin fee / account holder | $2,727 | $8,046-66.1% | $5,943-54.1% | $10,886-74.9% |