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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 | $183,539-26.4% | $155,556-13.1% | $145,897-7.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.88% | 61.31%-49.4pp | 64.84%-53.0pp | 552.29%-540.4pp |
| Employer contribution / active EE | $9,789 | $5,315+84.2% | $4,675+109.4% | $4,663+109.9% |
| Participant deferral / active EE | $15,286 | $6,467+136.4% | $5,631+171.5% | $6,689+128.5% |
| Admin fee / account holder | $596 | $19,275-96.9% | $15,885-96.3% | $13,390-95.6% |