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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 | $55,065 | $196,972-72.0% | $182,262-69.8% | $198,609-72.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 23.15% | 158.27%-135.1pp | 140.60%-117.4pp | 202.70%-179.5pp |
| Employer contribution / active EE | $7,360 | $5,364+37.2% | $5,046+45.9% | $5,055+45.6% |
| Participant deferral / active EE | $16,410 | $8,643+89.9% | $8,276+98.3% | $6,977+135.2% |
| Admin fee / account holder | $4,134 | $18,429-77.6% | $16,712-75.3% | $19,030-78.3% |