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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 | $108,436 | $232,540-53.4% | $185,117-41.4% | $147,586-26.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 24.05% | 43.03%-19.0pp | 40.50%-16.4pp | 578.59%-554.5pp |
| Employer contribution / active EE | $7,005 | $5,195+34.8% | $4,182+67.5% | $4,876+43.7% |
| Participant deferral / active EE | $16,477 | $5,834+182.4% | $5,045+226.6% | $5,439+202.9% |
| Admin fee / account holder | $1,174 | $10,275-88.6% | $8,159-85.6% | $10,886-89.2% |