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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 | $142,558 | $105,158+35.6% | $94,672+50.6% | $139,487+2.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.80% | 38.11%-20.3pp | 156.89%-139.1pp | 373.84%-356.0pp |
| Employer contribution / active EE | $8,884 | $4,107+116.3% | $3,673+141.9% | $4,755+86.9% |
| Participant deferral / active EE | $14,015 | $7,599+84.4% | $7,417+88.9% | $6,713+108.8% |
| Admin fee / account holder | $1,989 | $8,972-77.8% | $7,222-72.5% | $11,407-82.6% |