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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 | $183,516-36.9% | $155,534-25.5% | $145,884-20.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.74% | 61.43%-44.7pp | 64.92%-48.2pp | 551.85%-535.1pp |
| Employer contribution / active EE | $23,787 | $5,315+347.6% | $4,675+408.8% | $4,662+410.2% |
| Participant deferral / active EE | $16,586 | $6,467+156.5% | $5,630+194.6% | $6,690+147.9% |
| Admin fee / account holder | $5,902 | $19,293-69.4% | $15,900-62.9% | $13,392-55.9% |