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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 | $97,502 | $183,592-46.9% | $155,574-37.3% | $145,877-33.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 76.07% | 61.37%+14.7pp | 64.87%+11.2pp | 551.28%-475.2pp |
| Employer contribution / active EE | $7,553 | $5,317+42.1% | $4,676+61.5% | $4,663+62.0% |
| Participant deferral / active EE | $23,446 | $6,466+262.6% | $5,629+316.5% | $6,691+250.4% |
| Admin fee / account holder | $34,887 | $19,316+80.6% | $15,914+119.2% | $13,402+160.3% |