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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 | $56,720 | $183,592-69.1% | $155,574-63.5% | $145,877-61.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.18% | 61.37%-48.2pp | 64.87%-51.7pp | 551.28%-538.1pp |
| Employer contribution / active EE | $5,482 | $5,317+3.1% | $4,676+17.2% | $4,663+17.6% |
| Participant deferral / active EE | $8,119 | $6,466+25.6% | $5,629+44.2% | $6,691+21.3% |
| Admin fee / account holder | $3,034 | $19,316-84.3% | $15,914-80.9% | $13,402-77.4% |