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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 | $74,931 | $183,516-59.2% | $155,534-51.8% | $145,884-48.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.11% | 61.43%-48.3pp | 64.92%-51.8pp | 551.85%-538.7pp |
| Employer contribution / active EE | $1,036 | $5,315-80.5% | $4,675-77.8% | $4,662-77.8% |
| Participant deferral / active EE | $8,492 | $6,467+31.3% | $5,630+50.8% | $6,690+26.9% |
| Admin fee / account holder | $15,152 | $19,293-21.5% | $15,900-4.7% | $13,392+13.1% |