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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 | $131,823 | $183,539-28.2% | $155,556-15.3% | $145,897-9.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.63% | 61.31%-51.7pp | 64.84%-55.2pp | 552.29%-542.7pp |
| Employer contribution / active EE | $2,378 | $5,315-55.3% | $4,675-49.1% | $4,663-49.0% |
| Participant deferral / active EE | $9,735 | $6,467+50.5% | $5,631+72.9% | $6,689+45.5% |
| Admin fee / account holder | $773 | $19,275-96.0% | $15,885-95.1% | $13,390-94.2% |