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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 | $47,911 | $183,539-73.9% | $155,556-69.2% | $145,897-67.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.50% | 61.31%-45.8pp | 64.84%-49.3pp | 552.29%-536.8pp |
| Employer contribution / active EE | $7,741 | $5,315+45.6% | $4,675+65.6% | $4,663+66.0% |
| Participant deferral / active EE | $6,252 | $6,467-3.3% | $5,631+11.0% | $6,689-6.5% |
| Admin fee / account holder | $3,675 | $19,275-80.9% | $15,885-76.9% | $13,390-72.6% |