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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 | $73,787 | $183,539-59.8% | $155,556-52.6% | $145,897-49.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.55% | 61.31%-44.8pp | 64.84%-48.3pp | 552.29%-535.7pp |
| Employer contribution / active EE | $4,683 | $5,315-11.9% | $4,675+0.2% | $4,663+0.4% |
| Participant deferral / active EE | $3,785 | $6,467-41.5% | $5,631-32.8% | $6,689-43.4% |
| Admin fee / account holder | $449 | $19,275-97.7% | $15,885-97.2% | $13,390-96.6% |