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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 | $69,028 | $183,539-62.4% | $155,556-55.6% | $145,897-52.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.93% | 61.31%-47.4pp | 64.84%-50.9pp | 552.29%-538.4pp |
| Employer contribution / active EE | $2,685 | $5,315-49.5% | $4,675-42.6% | $4,663-42.4% |
| Participant deferral / active EE | $7,047 | $6,467+9.0% | $5,631+25.2% | $6,689+5.4% |
| Admin fee / account holder | $2,642 | $19,275-86.3% | $15,885-83.4% | $13,390-80.3% |