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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 | $135,164 | $183,592-26.4% | $155,574-13.1% | $145,877-7.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.88% | 61.37%-49.5pp | 64.87%-53.0pp | 551.28%-539.4pp |
| Employer contribution / active EE | $9,789 | $5,317+84.1% | $4,676+109.4% | $4,663+109.9% |
| Participant deferral / active EE | $15,286 | $6,466+136.4% | $5,629+171.5% | $6,691+128.5% |
| Admin fee / account holder | $596 | $19,316-96.9% | $15,914-96.3% | $13,402-95.6% |