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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 | $136,962 | $183,627-25.4% | $155,602-12.0% | $145,978-6.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.98% | 61.32%-50.3pp | 64.81%-53.8pp | 550.52%-539.5pp |
| Employer contribution / active EE | $9,690 | $5,316+82.3% | $4,675+107.3% | $4,662+107.8% |
| Participant deferral / active EE | $3,281 | $6,466-49.3% | $5,629-41.7% | $6,690-50.9% |
| Admin fee / account holder | $967 | $19,327-95.0% | $15,923-93.9% | $13,400-92.8% |