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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 | $111,336 | $183,539-39.3% | $155,556-28.4% | $145,897-23.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.75% | 61.31%-48.6pp | 64.84%-52.1pp | 552.29%-539.5pp |
| Employer contribution / active EE | $2,238 | $5,315-57.9% | $4,675-52.1% | $4,663-52.0% |
| Participant deferral / active EE | $7,471 | $6,467+15.5% | $5,631+32.7% | $6,689+11.7% |
| Admin fee / account holder | $716 | $19,275-96.3% | $15,885-95.5% | $13,390-94.7% |