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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 | $77,253 | $232,540-66.8% | $185,117-58.3% | $147,586-47.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 14.78% | 43.03%-28.3pp | 40.50%-25.7pp | 578.59%-563.8pp |
| Employer contribution / active EE | $5,662 | $5,195+9.0% | $4,182+35.4% | $4,876+16.1% |
| Participant deferral / active EE | $11,875 | $5,834+103.6% | $5,045+135.4% | $5,439+118.3% |
| Admin fee / account holder | $481 | $10,275-95.3% | $8,159-94.1% | $10,886-95.6% |