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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 | $90,749 | $183,592-50.6% | $155,574-41.7% | $145,877-37.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.10% | 61.37%-48.3pp | 64.87%-51.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $3,628 | $5,317-31.8% | $4,676-22.4% | $4,663-22.2% |
| Participant deferral / active EE | $4,951 | $6,466-23.4% | $5,629-12.0% | $6,691-26.0% |
| Admin fee / account holder | $1,230 | $19,316-93.6% | $15,914-92.3% | $13,402-90.8% |