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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 | $71,761 | $166,089-56.8% | $164,928-56.5% | $145,978-50.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.06% | 100.26%-87.2pp | 70.08%-57.0pp | 550.52%-537.5pp |
| Employer contribution / active EE | $3,500 | $5,276-33.7% | $4,343-19.4% | $4,662-24.9% |
| Participant deferral / active EE | $12,998 | $6,961+86.7% | $6,034+115.4% | $6,690+94.3% |
| Admin fee / account holder | $609 | $16,641-96.3% | $12,684-95.2% | $13,400-95.5% |