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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 | $57,015 | $183,516-68.9% | $155,534-63.3% | $145,884-60.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.49% | 61.43%-45.9pp | 64.92%-49.4pp | 551.85%-536.4pp |
| Employer contribution / active EE | $4,245 | $5,315-20.1% | $4,675-9.2% | $4,662-8.9% |
| Participant deferral / active EE | $8,076 | $6,467+24.9% | $5,630+43.4% | $6,690+20.7% |
| Admin fee / account holder | $1,586 | $19,293-91.8% | $15,900-90.0% | $13,392-88.2% |