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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 | $78,987 | $183,627-57.0% | $155,602-49.2% | $145,978-45.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.70% | 61.32%-51.6pp | 64.81%-55.1pp | 550.52%-540.8pp |
| Employer contribution / active EE | $6,150 | $5,316+15.7% | $4,675+31.5% | $4,662+31.9% |
| Participant deferral / active EE | $23,000 | $6,466+255.7% | $5,629+308.6% | $6,690+243.8% |
| Admin fee / account holder | $738 | $19,327-96.2% | $15,923-95.4% | $13,400-94.5% |