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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 | $143,839 | $117,829+22.1% | $102,423+40.4% | $145,877-1.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.38% | 31.83%-21.5pp | 29.42%-19.0pp | 551.28%-540.9pp |
| Employer contribution / active EE | $28,330 | $3,615+683.8% | $3,023+837.2% | $4,663+507.6% |
| Participant deferral / active EE | $16,480 | $5,732+187.5% | $5,054+226.1% | $6,691+146.3% |
| Admin fee / account holder | $1,213 | $13,335-90.9% | $9,455-87.2% | $13,402-90.9% |