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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 | $82,074 | $183,516-55.3% | $155,534-47.2% | $145,884-43.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.37% | 61.43%-46.1pp | 64.92%-49.5pp | 551.85%-536.5pp |
| Employer contribution / active EE | $13,815 | $5,315+159.9% | $4,675+195.5% | $4,662+196.3% |
| Participant deferral / active EE | $8,287 | $6,467+28.1% | $5,630+47.2% | $6,690+23.9% |
| Admin fee / account holder | $3,366 | $19,293-82.6% | $15,900-78.8% | $13,392-74.9% |