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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 | $84,436 | $183,592-54.0% | $155,574-45.7% | $145,877-42.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.64% | 61.37%-51.7pp | 64.87%-55.2pp | 551.28%-541.6pp |
| Employer contribution / active EE | $4,803 | $5,317-9.7% | $4,676+2.7% | $4,663+3.0% |
| Participant deferral / active EE | $17,280 | $6,466+167.2% | $5,629+207.0% | $6,691+158.3% |
| Admin fee / account holder | $376,387 | $19,316+1848.6% | $15,914+2265.1% | $13,402+2708.4% |