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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 | $56,821 | $183,516-69.0% | $155,534-63.5% | $145,884-61.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.91% | 61.43%-49.5pp | 64.92%-53.0pp | 551.85%-539.9pp |
| Employer contribution / active EE | $8,784 | $5,315+65.3% | $4,675+87.9% | $4,662+88.4% |
| Participant deferral / active EE | $5,114 | $6,467-20.9% | $5,630-9.2% | $6,690-23.5% |
| Admin fee / account holder | $2,147 | $19,293-88.9% | $15,900-86.5% | $13,392-84.0% |