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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 | $63,277 | $183,627-65.5% | $155,602-59.3% | $145,978-56.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.37% | 61.32%-46.9pp | 64.81%-50.4pp | 550.52%-536.1pp |
| Employer contribution / active EE | $10,897 | $5,316+105.0% | $4,675+133.1% | $4,662+133.7% |
| Participant deferral / active EE | $6,438 | $6,466-0.4% | $5,629+14.4% | $6,690-3.8% |
| Admin fee / account holder | $3,772 | $19,327-80.5% | $15,923-76.3% | $13,400-71.9% |