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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 | $82,615 | $157,276-47.5% | $141,177-41.5% | $152,885-46.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.07% | 64.33%-42.3pp | 71.40%-49.3pp | 345.39%-323.3pp |
| Employer contribution / active EE | $6,361 | $5,262+20.9% | $4,736+34.3% | $4,763+33.5% |
| Participant deferral / active EE | $6,316 | $7,110-11.2% | $6,710-5.9% | $5,851+7.9% |
| Admin fee / account holder | $11,970 | $12,123-1.3% | $10,263+16.6% | $11,598+3.2% |