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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 | $82,328 | $183,539-55.1% | $155,556-47.1% | $145,897-43.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 32.08% | 61.31%-29.2pp | 64.84%-32.8pp | 552.29%-520.2pp |
| Employer contribution / active EE | $3,559 | $5,315-33.0% | $4,675-23.9% | $4,663-23.7% |
| Participant deferral / active EE | $10,781 | $6,467+66.7% | $5,631+91.5% | $6,689+61.2% |
| Admin fee / account holder | $307 | $19,275-98.4% | $15,885-98.1% | $13,390-97.7% |