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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 | $74,084 | $183,516-59.6% | $155,534-52.4% | $145,884-49.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.20% | 61.43%-46.2pp | 64.92%-49.7pp | 551.85%-536.6pp |
| Employer contribution / active EE | $7,067 | $5,315+33.0% | $4,675+51.2% | $4,662+51.6% |
| Participant deferral / active EE | $7,789 | $6,467+20.5% | $5,630+38.3% | $6,690+16.4% |
| Admin fee / account holder | $1,234 | $19,293-93.6% | $15,900-92.2% | $13,392-90.8% |