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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 | $82,220 | $183,516-55.2% | $155,534-47.1% | $145,884-43.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.32% | 61.43%-43.1pp | 64.92%-46.6pp | 551.85%-533.5pp |
| Employer contribution / active EE | $7,437 | $5,315+39.9% | $4,675+59.1% | $4,662+59.5% |
| Participant deferral / active EE | $3,828 | $6,467-40.8% | $5,630-32.0% | $6,690-42.8% |
| Admin fee / account holder | $1,655 | $19,293-91.4% | $15,900-89.6% | $13,392-87.6% |