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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 | $117,948 | $183,539-35.7% | $155,556-24.2% | $145,897-19.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.98% | 61.31%-51.3pp | 64.84%-54.9pp | 552.29%-542.3pp |
| Employer contribution / active EE | $9,209 | $5,315+73.3% | $4,675+97.0% | $4,663+97.5% |
| Participant deferral / active EE | $6,801 | $6,467+5.2% | $5,631+20.8% | $6,689+1.7% |
| Admin fee / account holder | $1,209 | $19,275-93.7% | $15,885-92.4% | $13,390-91.0% |