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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 | $183,592-55.2% | $155,574-47.1% | $145,877-43.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 32.08% | 61.37%-29.3pp | 64.87%-32.8pp | 551.28%-519.2pp |
| Employer contribution / active EE | $3,559 | $5,317-33.1% | $4,676-23.9% | $4,663-23.7% |
| Participant deferral / active EE | $10,781 | $6,466+66.7% | $5,629+91.5% | $6,691+61.1% |
| Admin fee / account holder | $307 | $19,316-98.4% | $15,914-98.1% | $13,402-97.7% |