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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 | $115,877 | $183,592-36.9% | $155,574-25.5% | $145,877-20.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.74% | 61.37%-44.6pp | 64.87%-48.1pp | 551.28%-534.5pp |
| Employer contribution / active EE | $23,787 | $5,317+347.4% | $4,676+408.7% | $4,663+410.1% |
| Participant deferral / active EE | $16,586 | $6,466+156.5% | $5,629+194.6% | $6,691+147.9% |
| Admin fee / account holder | $5,902 | $19,316-69.4% | $15,914-62.9% | $13,402-56.0% |