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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 | $83,012 | $181,062-54.2% | $158,223-47.5% | $155,188-46.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.65% | 57.39%-43.7pp | 52.09%-38.4pp | 148.84%-135.2pp |
| Employer contribution / active EE | $9,048 | $4,565+98.2% | $4,109+120.2% | $4,248+113.0% |
| Participant deferral / active EE | $4,775 | $6,134-22.2% | $5,467-12.7% | $6,531-26.9% |
| Admin fee / account holder | $701 | $18,825-96.3% | $16,047-95.6% | $14,480-95.2% |