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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 | $83,884 | $183,516-54.3% | $155,534-46.1% | $145,884-42.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.63% | 61.43%-49.8pp | 64.92%-53.3pp | 551.85%-540.2pp |
| Employer contribution / active EE | $3,425 | $5,315-35.5% | $4,675-26.7% | $4,662-26.5% |
| Participant deferral / active EE | $6,408 | $6,467-0.9% | $5,630+13.8% | $6,690-4.2% |
| Admin fee / account holder | $799 | $19,293-95.9% | $15,900-95.0% | $13,392-94.0% |