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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 | $72,536 | $183,539-60.5% | $155,556-53.4% | $145,897-50.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.28% | 61.31%-48.0pp | 64.84%-51.6pp | 552.29%-539.0pp |
| Employer contribution / active EE | $3,686 | $5,315-30.7% | $4,675-21.2% | $4,663-21.0% |
| Participant deferral / active EE | $12,050 | $6,467+86.3% | $5,631+114.0% | $6,689+80.1% |
| Admin fee / account holder | $2,988 | $19,275-84.5% | $15,885-81.2% | $13,390-77.7% |