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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 | $43,655 | $183,592-76.2% | $155,574-71.9% | $145,877-70.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.64% | 61.37%-49.7pp | 64.87%-53.2pp | 551.28%-539.6pp |
| Employer contribution / active EE | $6,818 | $5,317+28.2% | $4,676+45.8% | $4,663+46.2% |
| Participant deferral / active EE | $4,821 | $6,466-25.4% | $5,629-14.4% | $6,691-27.9% |
| Admin fee / account holder | $104,199 | $19,316+439.4% | $15,914+554.8% | $13,402+677.5% |