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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 | $125,679 | $103,393+21.6% | $87,103+44.3% | $152,909-17.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 20.31% | 28.10%-7.8pp | 28.19%-7.9pp | 345.46%-325.2pp |
| Employer contribution / active EE | $12,539 | $3,221+289.3% | $2,521+397.3% | $4,764+163.2% |
| Participant deferral / active EE | $7,394 | $4,778+54.7% | $4,049+82.6% | $5,851+26.4% |
| Admin fee / account holder | $768 | $12,195-93.7% | $7,491-89.8% | $11,601-93.4% |