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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 | $44,766 | $183,539-75.6% | $155,556-71.2% | $145,897-69.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.15% | 61.31%-50.2pp | 64.84%-53.7pp | 552.29%-541.1pp |
| Employer contribution / active EE | $6,960 | $5,315+30.9% | $4,675+48.9% | $4,663+49.3% |
| Participant deferral / active EE | $3,698 | $6,467-42.8% | $5,631-34.3% | $6,689-44.7% |
| Admin fee / account holder | $1,223 | $19,275-93.7% | $15,885-92.3% | $13,390-90.9% |