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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 | $86,044 | $183,539-53.1% | $155,556-44.7% | $145,897-41.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.82% | 61.31%-47.5pp | 64.84%-51.0pp | 552.29%-538.5pp |
| Employer contribution / active EE | $4,274 | $5,315-19.6% | $4,675-8.6% | $4,663-8.3% |
| Participant deferral / active EE | $5,765 | $6,467-10.9% | $5,631+2.4% | $6,689-13.8% |
| Admin fee / account holder | $3,162 | $19,275-83.6% | $15,885-80.1% | $13,390-76.4% |