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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 | $112,917 | $183,539-38.5% | $155,556-27.4% | $145,897-22.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.47% | 61.31%-51.8pp | 64.84%-55.4pp | 552.29%-542.8pp |
| Employer contribution / active EE | $4,587 | $5,315-13.7% | $4,675-1.9% | $4,663-1.6% |
| Participant deferral / active EE | $5,587 | $6,467-13.6% | $5,631-0.8% | $6,689-16.5% |
| Admin fee / account holder | $701 | $19,275-96.4% | $15,885-95.6% | $13,390-94.8% |