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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 | $100,581 | $183,539-45.2% | $155,556-35.3% | $145,897-31.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.13% | 61.31%-42.2pp | 64.84%-45.7pp | 552.29%-533.2pp |
| Employer contribution / active EE | $6,450 | $5,315+21.4% | $4,675+38.0% | $4,663+38.3% |
| Participant deferral / active EE | $4,169 | $6,467-35.5% | $5,631-26.0% | $6,689-37.7% |
| Admin fee / account holder | $616 | $19,275-96.8% | $15,885-96.1% | $13,390-95.4% |