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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 | $89,755 | $183,539-51.1% | $155,556-42.3% | $145,897-38.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.93% | 61.31%-43.4pp | 64.84%-46.9pp | 552.29%-534.4pp |
| Employer contribution / active EE | $3,306 | $5,315-37.8% | $4,675-29.3% | $4,663-29.1% |
| Participant deferral / active EE | $8,929 | $6,467+38.1% | $5,631+58.6% | $6,689+33.5% |
| Admin fee / account holder | $20,452 | $19,275+6.1% | $15,885+28.7% | $13,390+52.7% |