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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 | $91,652 | $183,592-50.1% | $155,574-41.1% | $145,877-37.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.72% | 61.37%-48.7pp | 64.87%-52.1pp | 551.28%-538.6pp |
| Employer contribution / active EE | $8,124 | $5,317+52.8% | $4,676+73.8% | $4,663+74.2% |
| Participant deferral / active EE | $6,126 | $6,466-5.3% | $5,629+8.8% | $6,691-8.4% |
| Admin fee / account holder | $1,063 | $19,316-94.5% | $15,914-93.3% | $13,402-92.1% |