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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 | $183,592-48.8% | $155,574-39.6% | $145,877-35.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.14% | 61.37%-51.2pp | 64.87%-54.7pp | 551.28%-541.1pp |
| Employer contribution / active EE | $8,367 | $5,317+57.4% | $4,676+78.9% | $4,663+79.4% |
| Participant deferral / active EE | $10,395 | $6,466+60.8% | $5,629+84.7% | $6,691+55.4% |
| Admin fee / account holder | $2,429 | $19,316-87.4% | $15,914-84.7% | $13,402-81.9% |