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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 | $53,443 | $183,592-70.9% | $155,574-65.6% | $145,877-63.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.56% | 61.37%-51.8pp | 64.87%-55.3pp | 551.28%-541.7pp |
| Employer contribution / active EE | $7,216 | $5,317+35.7% | $4,676+54.3% | $4,663+54.7% |
| Participant deferral / active EE | $11,398 | $6,466+76.3% | $5,629+102.5% | $6,691+70.4% |
| Admin fee / account holder | $114,095 | $19,316+490.7% | $15,914+616.9% | $13,402+751.3% |