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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 | $53,841 | $183,516-70.7% | $155,534-65.4% | $145,884-63.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.22% | 61.43%-52.2pp | 64.92%-55.7pp | 551.85%-542.6pp |
| Employer contribution / active EE | $4,479 | $5,315-15.7% | $4,675-4.2% | $4,662-3.9% |
| Participant deferral / active EE | $10,508 | $6,467+62.5% | $5,630+86.6% | $6,690+57.1% |
| Admin fee / account holder | $17,753 | $19,293-8.0% | $15,900+11.7% | $13,392+32.6% |