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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 | $96,756 | $183,592-47.3% | $155,574-37.8% | $145,877-33.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.52% | 61.37%-46.9pp | 64.87%-50.3pp | 551.28%-536.8pp |
| Employer contribution / active EE | $2,232 | $5,317-58.0% | $4,676-52.3% | $4,663-52.1% |
| Participant deferral / active EE | $21,692 | $6,466+235.5% | $5,629+285.3% | $6,691+224.2% |
| Admin fee / account holder | $1,602 | $19,316-91.7% | $15,914-89.9% | $13,402-88.0% |