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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 | $183,592-46.9% | $155,574-37.3% | $145,877-33.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.93% | 61.37%-50.4pp | 64.87%-53.9pp | 551.28%-540.4pp |
| Employer contribution / active EE | $1,050 | $5,317-80.3% | $4,676-77.5% | $4,663-77.5% |
| Participant deferral / active EE | $2,200 | $6,466-66.0% | $5,629-60.9% | $6,691-67.1% |
| Admin fee / account holder | $21,555 | $19,316+11.6% | $15,914+35.4% | $13,402+60.8% |