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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 | $77,442 | $223,823-65.4% | $211,142-63.3% | $154,746-50.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 22.76% | 50.39%-27.6pp | 46.84%-24.1pp | 172.34%-149.6pp |
| Employer contribution / active EE | $12,029 | $6,787+77.3% | $6,442+86.7% | $4,379+174.7% |
| Participant deferral / active EE | $5,939 | $9,750-39.1% | $9,284-36.0% | $6,730-11.8% |
| Admin fee / account holder | $2,818 | $19,707-85.7% | $19,076-85.2% | $14,365-80.4% |