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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 | $55,213 | $183,592-69.9% | $155,574-64.5% | $145,877-62.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.72% | 61.37%-50.7pp | 64.87%-54.2pp | 551.28%-540.6pp |
| Employer contribution / active EE | $9,031 | $5,317+69.9% | $4,676+93.1% | $4,663+93.7% |
| Participant deferral / active EE | $8,389 | $6,466+29.7% | $5,629+49.0% | $6,691+25.4% |
| Admin fee / account holder | $347 | $19,316-98.2% | $15,914-97.8% | $13,402-97.4% |