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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 | $86,565 | $183,516-52.8% | $155,534-44.3% | $145,884-40.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.32% | 61.43%-50.1pp | 64.92%-53.6pp | 551.85%-540.5pp |
| Employer contribution / active EE | $2,625 | $5,315-50.6% | $4,675-43.8% | $4,662-43.7% |
| Participant deferral / active EE | $4,206 | $6,467-35.0% | $5,630-25.3% | $6,690-37.1% |
| Admin fee / account holder | $1,213 | $19,293-93.7% | $15,900-92.4% | $13,392-90.9% |