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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 | $82,645 | $132,099-37.4% | $115,599-28.5% | $138,895-40.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 10.45% | 176.76%-166.3pp | 111.10%-100.6pp | 145.39%-134.9pp |
| Employer contribution / active EE | $5,510 | $3,416+61.3% | $2,955+86.4% | $4,194+31.4% |
| Participant deferral / active EE | $9,000 | $5,617+60.2% | $4,889+84.1% | $6,396+40.7% |
| Admin fee / account holder | $660 | $15,650-95.8% | $12,841-94.9% | $12,562-94.7% |