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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 | $98,443 | $183,592-46.4% | $155,567-36.7% | $145,959-32.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.13% | 61.24%-44.1pp | 64.74%-47.6pp | 561.95%-544.8pp |
| Employer contribution / active EE | $3,303 | $5,315-37.8% | $4,674-29.3% | $4,661-29.1% |
| Participant deferral / active EE | $13,692 | $6,464+111.8% | $5,628+143.3% | $6,689+104.7% |
| Admin fee / account holder | $1,447 | $19,318-92.5% | $15,916-90.9% | $13,398-89.2% |