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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 | $69,555 | $183,516-62.1% | $155,534-55.3% | $145,884-52.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.20% | 61.43%-51.2pp | 64.92%-54.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $5,625 | $5,315+5.8% | $4,675+20.3% | $4,662+20.6% |
| Participant deferral / active EE | $2,449 | $6,467-62.1% | $5,630-56.5% | $6,690-63.4% |
| Admin fee / account holder | $3,547 | $19,293-81.6% | $15,900-77.7% | $13,392-73.5% |