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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 | $101,242 | $183,539-44.8% | $155,556-34.9% | $145,897-30.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.44% | 61.31%-50.9pp | 64.84%-54.4pp | 552.29%-541.8pp |
| Employer contribution / active EE | $6,809 | $5,315+28.1% | $4,675+45.6% | $4,663+46.0% |
| Participant deferral / active EE | $12,593 | $6,467+94.7% | $5,631+123.6% | $6,689+88.2% |
| Admin fee / account holder | $679 | $19,275-96.5% | $15,885-95.7% | $13,390-94.9% |