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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 | $55,392 | $183,516-69.8% | $155,534-64.4% | $145,884-62.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.29% | 61.43%-47.1pp | 64.92%-50.6pp | 551.85%-537.6pp |
| Employer contribution / active EE | $6,429 | $5,315+21.0% | $4,675+37.5% | $4,662+37.9% |
| Participant deferral / active EE | $6,740 | $6,467+4.2% | $5,630+19.7% | $6,690+0.7% |
| Admin fee / account holder | $391 | $19,293-98.0% | $15,900-97.5% | $13,392-97.1% |