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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 | $97,767 | $185,905-47.4% | $170,057-42.5% | $139,487-29.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.97% | 60.56%-34.6pp | 53.42%-27.4pp | 373.84%-347.9pp |
| Employer contribution / active EE | $4,518 | $7,597-40.5% | $6,790-33.5% | $4,755-5.0% |
| Participant deferral / active EE | $9,045 | $11,627-22.2% | $10,411-13.1% | $6,713+34.7% |
| Admin fee / account holder | $456 | $15,397-97.0% | $12,826-96.4% | $11,407-96.0% |