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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 | $94,025 | $183,539-48.8% | $155,556-39.6% | $145,897-35.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.14% | 61.31%-51.2pp | 64.84%-54.7pp | 552.29%-542.2pp |
| Employer contribution / active EE | $8,367 | $5,315+57.4% | $4,675+79.0% | $4,663+79.5% |
| Participant deferral / active EE | $10,395 | $6,467+60.7% | $5,631+84.6% | $6,689+55.4% |
| Admin fee / account holder | $2,429 | $19,275-87.4% | $15,885-84.7% | $13,390-81.9% |