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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 | $136,365 | $100,139+36.2% | $85,187+60.1% | $145,884-6.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.55% | 84.15%-66.6pp | 66.67%-49.1pp | 551.85%-534.3pp |
| Employer contribution / active EE | $12,441 | $3,238+284.2% | $2,732+355.3% | $4,662+166.8% |
| Participant deferral / active EE | $10,814 | $5,296+104.2% | $4,525+139.0% | $6,690+61.7% |
| Admin fee / account holder | $949 | $7,262-86.9% | $6,162-84.6% | $13,392-92.9% |