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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 | $79,200 | $183,516-56.8% | $155,534-49.1% | $145,884-45.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 42.79% | 61.43%-18.6pp | 64.92%-22.1pp | 551.85%-509.1pp |
| Employer contribution / active EE | $4,531 | $5,315-14.7% | $4,675-3.1% | $4,662-2.8% |
| Participant deferral / active EE | $4,672 | $6,467-27.8% | $5,630-17.0% | $6,690-30.2% |
| Admin fee / account holder | $357 | $19,293-98.1% | $15,900-97.8% | $13,392-97.3% |