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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 | $63,279 | $185,312-65.9% | $161,489-60.8% | $154,746-59.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 22.37% | 103.84%-81.5pp | 89.72%-67.3pp | 172.34%-150.0pp |
| Employer contribution / active EE | $8,381 | $4,769+75.7% | $4,268+96.4% | $4,379+91.4% |
| Participant deferral / active EE | $2,095 | $6,350-67.0% | $5,630-62.8% | $6,730-68.9% |
| Admin fee / account holder | $590 | $18,654-96.8% | $16,006-96.3% | $14,365-95.9% |