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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 | $91,449 | $183,516-50.2% | $155,534-41.2% | $145,884-37.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.71% | 61.43%-49.7pp | 64.92%-53.2pp | 551.85%-540.1pp |
| Employer contribution / active EE | $6,321 | $5,315+18.9% | $4,675+35.2% | $4,662+35.6% |
| Participant deferral / active EE | $16,486 | $6,467+154.9% | $5,630+192.8% | $6,690+146.4% |
| Admin fee / account holder | $1,164 | $19,293-94.0% | $15,900-92.7% | $13,392-91.3% |