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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 | $75,940 | $111,535-31.9% | $105,223-27.8% | $137,256-44.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 36.01% | 237.85%-201.8pp | 180.65%-144.6pp | 220.34%-184.3pp |
| Employer contribution / active EE | $16,697 | $3,939+323.9% | $3,689+352.7% | $4,156+301.8% |
| Participant deferral / active EE | $10,990 | $5,500+99.8% | $5,072+116.7% | $6,407+71.5% |
| Admin fee / account holder | $491 | $9,721-94.9% | $8,859-94.5% | $12,270-96.0% |