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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 | $76,618 | $183,627-58.3% | $155,602-50.8% | $145,978-47.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.62% | 61.32%-48.7pp | 64.81%-52.2pp | 550.52%-537.9pp |
| Employer contribution / active EE | $7,874 | $5,316+48.1% | $4,675+68.4% | $4,662+68.9% |
| Participant deferral / active EE | $3,940 | $6,466-39.1% | $5,629-30.0% | $6,690-41.1% |
| Admin fee / account holder | $1,291 | $19,327-93.3% | $15,923-91.9% | $13,400-90.4% |