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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 | $136,716 | $183,592-25.5% | $155,574-12.1% | $145,877-6.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.77% | 61.37%-33.6pp | 64.87%-37.1pp | 551.28%-523.5pp |
| Employer contribution / active EE | $3,380 | $5,317-36.4% | $4,676-27.7% | $4,663-27.5% |
| Participant deferral / active EE | $16,699 | $6,466+158.3% | $5,629+196.6% | $6,691+149.6% |
| Admin fee / account holder | $645 | $19,316-96.7% | $15,914-95.9% | $13,402-95.2% |