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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 | $118,213 | $183,516-35.6% | $155,534-24.0% | $145,884-19.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 53.58% | 61.43%-7.8pp | 64.92%-11.3pp | 551.85%-498.3pp |
| Employer contribution / active EE | $12,577 | $5,315+136.7% | $4,675+169.0% | $4,662+169.8% |
| Participant deferral / active EE | $11,984 | $6,467+85.3% | $5,630+112.8% | $6,690+79.1% |
| Admin fee / account holder | $3,397 | $19,293-82.4% | $15,900-78.6% | $13,392-74.6% |