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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 | $139,542 | $232,540-40.0% | $185,117-24.6% | $147,586-5.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 14.02% | 43.03%-29.0pp | 40.50%-26.5pp | 578.59%-564.6pp |
| Employer contribution / active EE | $11,405 | $5,195+119.5% | $4,182+172.8% | $4,876+133.9% |
| Participant deferral / active EE | $14,157 | $5,834+142.7% | $5,045+180.6% | $5,439+160.3% |
| Admin fee / account holder | $967 | $10,275-90.6% | $8,159-88.2% | $10,886-91.1% |