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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 | $111,254 | $202,460-45.0% | $169,385-34.3% | $139,456-20.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 14.57% | 532.07%-517.5pp | 405.82%-391.3pp | 373.45%-358.9pp |
| Employer contribution / active EE | $1,866 | $4,691-60.2% | $4,012-53.5% | $4,753-60.7% |
| Participant deferral / active EE | $13,500 | $6,938+94.6% | $6,221+117.0% | $6,711+101.2% |
| Admin fee / account holder | $638 | $10,719-94.0% | $9,011-92.9% | $11,407-94.4% |