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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 | $78,505 | $183,516-57.2% | $155,534-49.5% | $145,884-46.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.21% | 61.43%-51.2pp | 64.92%-54.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $1,691 | $5,315-68.2% | $4,675-63.8% | $4,662-63.7% |
| Participant deferral / active EE | $5,842 | $6,467-9.7% | $5,630+3.8% | $6,690-12.7% |
| Admin fee / account holder | $30,934 | $19,293+60.3% | $15,900+94.6% | $13,392+131.0% |