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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 | $59,580 | $183,592-67.5% | $155,574-61.7% | $145,877-59.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.51% | 61.37%-46.9pp | 64.87%-50.4pp | 551.28%-536.8pp |
| Employer contribution / active EE | $7,387 | $5,317+38.9% | $4,676+58.0% | $4,663+58.4% |
| Participant deferral / active EE | $11,101 | $6,466+71.7% | $5,629+97.2% | $6,691+65.9% |
| Admin fee / account holder | $1,818 | $19,316-90.6% | $15,914-88.6% | $13,402-86.4% |