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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 | $75,547 | $183,592-58.9% | $155,574-51.4% | $145,877-48.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.89% | 61.37%-50.5pp | 64.87%-54.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $4,410 | $5,317-17.1% | $4,676-5.7% | $4,663-5.4% |
| Participant deferral / active EE | $15,274 | $6,466+136.2% | $5,629+171.3% | $6,691+128.3% |
| Admin fee / account holder | $404 | $19,316-97.9% | $15,914-97.5% | $13,402-97.0% |