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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 | $59,532 | $183,627-67.6% | $155,602-61.7% | $145,978-59.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.99% | 61.32%-48.3pp | 64.81%-51.8pp | 550.52%-537.5pp |
| Employer contribution / active EE | $7,797 | $5,316+46.7% | $4,675+66.8% | $4,662+67.2% |
| Participant deferral / active EE | $1,876 | $6,466-71.0% | $5,629-66.7% | $6,690-72.0% |
| Admin fee / account holder | $781 | $19,327-96.0% | $15,923-95.1% | $13,400-94.2% |