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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 | $79,826 | $183,516-56.5% | $155,534-48.7% | $145,884-45.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.88% | 61.43%-47.5pp | 64.92%-51.0pp | 551.85%-538.0pp |
| Employer contribution / active EE | $10,304 | $5,315+93.9% | $4,675+120.4% | $4,662+121.0% |
| Participant deferral / active EE | $6,297 | $6,467-2.6% | $5,630+11.8% | $6,690-5.9% |
| Admin fee / account holder | $5,889 | $19,293-69.5% | $15,900-63.0% | $13,392-56.0% |