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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 | $59,634 | $183,539-67.5% | $155,556-61.7% | $145,897-59.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.68% | 61.31%-38.6pp | 64.84%-42.2pp | 552.29%-529.6pp |
| Employer contribution / active EE | $4,402 | $5,315-17.2% | $4,675-5.9% | $4,663-5.6% |
| Participant deferral / active EE | $11,886 | $6,467+83.8% | $5,631+111.1% | $6,689+77.7% |
| Admin fee / account holder | $4,479 | $19,275-76.8% | $15,885-71.8% | $13,390-66.5% |