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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 | $97,573 | $183,516-46.8% | $155,534-37.3% | $145,884-33.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.93% | 61.43%-50.5pp | 64.92%-54.0pp | 551.85%-540.9pp |
| Employer contribution / active EE | $1,050 | $5,315-80.2% | $4,675-77.5% | $4,662-77.5% |
| Participant deferral / active EE | $2,200 | $6,467-66.0% | $5,630-60.9% | $6,690-67.1% |
| Admin fee / account holder | $21,555 | $19,293+11.7% | $15,900+35.6% | $13,392+61.0% |