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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 | $74,755 | $183,592-59.3% | $155,574-51.9% | $145,877-48.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.48% | 61.37%-48.9pp | 64.87%-52.4pp | 551.28%-538.8pp |
| Employer contribution / active EE | $8,111 | $5,317+52.6% | $4,676+73.5% | $4,663+73.9% |
| Participant deferral / active EE | $10,500 | $6,466+62.4% | $5,629+86.5% | $6,691+56.9% |
| Admin fee / account holder | $3,422 | $19,316-82.3% | $15,914-78.5% | $13,402-74.5% |