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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 | $108,819 | $183,592-40.7% | $155,574-30.1% | $145,877-25.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.95% | 61.37%-52.4pp | 64.87%-55.9pp | 551.28%-542.3pp |
| Employer contribution / active EE | $2,664 | $5,317-49.9% | $4,676-43.0% | $4,663-42.9% |
| Participant deferral / active EE | $12,363 | $6,466+91.2% | $5,629+119.6% | $6,691+84.8% |
| Admin fee / account holder | $1,958 | $19,316-89.9% | $15,914-87.7% | $13,402-85.4% |