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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 | $73,705 | $183,539-59.8% | $155,556-52.6% | $145,897-49.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.21% | 61.31%-47.1pp | 64.84%-50.6pp | 552.29%-538.1pp |
| Employer contribution / active EE | $3,931 | $5,315-26.0% | $4,675-15.9% | $4,663-15.7% |
| Participant deferral / active EE | $6,961 | $6,467+7.6% | $5,631+23.6% | $6,689+4.1% |
| Admin fee / account holder | $1,392 | $19,275-92.8% | $15,885-91.2% | $13,390-89.6% |